Vanguard Capital Wealth Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$109K	Sell	11,730 -363	-3%	-$3.38K	0.11%	133
2019 Q3	$111K	Buy	12,093 +288	+2%	+$2.7K	0.13%	122
2019 Q2	$110K	Buy	11,805 +285	+2%	+$2.67K	0.13%	119
2019 Q1	$105K	Buy	+11,520	New	+$101K	0.13%	113
2018 Q4	–	Sell	-12,710	Closed	-$126K	–	114
2018 Q3	$126K	Buy	12,710 +293	+2%	+$2.88K	0.14%	119
2018 Q2	$117K	Buy	12,417 +309	+3%	+$2.88K	0.16%	104
2018 Q1	$108K	Sell	12,108 -1,857	-13%	-$17.4K	0.14%	101
2017 Q4	$134K	Buy	+13,965	New	+$130K	0.17%	115

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Capital Wealth Advisors's ETJ Position: Q4 2019 in Review

Vanguard Capital Wealth Advisors reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 3% in Q4 2019, selling an estimated $3.38K and leaving 11,730 shares worth $109K. The position accounts for 0.11% of the portfolio, ranked #133.

Vanguard Capital Wealth Advisors first reported a position in ETJ in Q4 2017 and has held it in 8 quarters since. The position peaked at $134K in Q4 2017. 71 funds tracked by Wall St. Rank hold ETJ as of Q4 2019.

Vanguard Capital Wealth Advisors held 11,730 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $109K as of Q4 2019.
Vanguard Capital Wealth Advisors sold 363 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2019, an estimated $3.38K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.11% of Vanguard Capital Wealth Advisors's portfolio in Q4 2019, its #133 holding.
Vanguard Capital Wealth Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and has held it in 8 quarters since.
Vanguard Capital Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $134K in Q4 2017.
71 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.