Winslow Evans & Crocker’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$6K	Buy	600 +475	+380%	+$4.76K	﹤0.01%	1038
2020 Q3	$1K	Hold	125	–	–	﹤0.01%	1052
2020 Q2	$1K	Sell	125 -1	-0.8%	-$9	﹤0.01%	1085
2020 Q1	$2K	Hold	126	–	–	﹤0.01%	999
2019 Q4	$2K	Hold	126	–	–	﹤0.01%	1079
2019 Q3	$2K	Hold	126	–	–	﹤0.01%	1071
2019 Q2	$2K	Hold	126	–	–	﹤0.01%	1070
2019 Q1	$2K	Hold	126	–	–	﹤0.01%	1143
2018 Q4	$2K	Buy	+126	New	+$1.15K	﹤0.01%	1015
2017 Q3	–	Sell	-1,000	Closed	-$9.37K	–	1148
2017 Q2	$9.37K	Sell	1,000 -600	-38%	-$5.57K	﹤0.01%	932
2017 Q1	$14.5K	Hold	1,600	–	–	﹤0.01%	806
2016 Q4	$14.3K	Hold	1,600	–	–	﹤0.01%	801
2016 Q3	$15.1K	Buy	+1,600	New	+$15.5K	﹤0.01%	805

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Winslow Evans & Crocker's ETJ Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 380% in Q4 2020, buying an estimated $4.76K and bringing the position to 600 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Winslow Evans & Crocker first reported a position in ETJ in Q3 2016 and has held it in 13 quarters since. The position peaked at $15.1K in Q3 2016. 88 funds tracked by Wall St. Rank hold ETJ as of Q4 2020.

Winslow Evans & Crocker held 600 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $6K as of Q4 2020.
Winslow Evans & Crocker bought 475 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2020, an estimated $4.76K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1038 holding.
Winslow Evans & Crocker first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2016 and has held it in 13 quarters since.
Winslow Evans & Crocker's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $15.1K in Q3 2016.
88 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.