WWM
ETJ

Wolff Wiese Magana’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Wolff Wiese Magana’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
2021
Q2 		– Sell
-667
Closed -$7K – 848
2021
Q1 		$7K Hold
667
– – 0.01% 537
2020
Q4 		$7K Buy
+667
New +$6.69K 0.01% 487

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wolff Wiese Magana's ETJ Position: Q2 2021 in Review

Wolff Wiese Magana sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2021, closing a stake of 667 shares — an estimated $7K sold.

Wolff Wiese Magana first reported a position in ETJ in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 87 funds tracked by Wall St. Rank hold ETJ as of Q2 2021.

  • Wolff Wiese Magana reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2021 after selling out during the quarter.
  • Wolff Wiese Magana sold 667 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2021, an estimated $7K.
  • Wolff Wiese Magana first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and held it in 2 quarters.
  • Wolff Wiese Magana's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $7K in Q1 2021.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2021.

Based on Wolff Wiese Magana's 13F filing for Q2 2021, filed 15 Jul 2021.