XML Financial’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

XML Financial’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
2023 Q1	–	Sell	-15,578	Closed	-$117K	–	337
2022 Q4	$117K	Hold	15,578	–	–	0.01%	320
2022 Q3	$129K	Hold	15,578	–	–	0.02%	303
2022 Q2	$131K	Hold	15,578	–	–	0.03%	221
2022 Q1	$154K	Hold	15,578	–	–	0.02%	316
2021 Q4	$167K	Hold	15,578	–	–	0.02%	309
2021 Q3	$167K	Hold	15,578	–	–	0.02%	305
2021 Q2	$179K	Hold	15,578	–	–	0.04%	218
2021 Q1	$168K	Hold	15,578	–	–	0.04%	206
2020 Q4	$162K	Hold	15,578	–	–	0.04%	204
2020 Q3	$149K	Buy	15,578 +1,418	+10%	+$14.1K	0.05%	184
2020 Q2	$135K	Hold	14,160	–	–	0.05%	186
2020 Q1	$118K	Hold	14,160	–	–	0.05%	165
2019 Q4	$132K	Buy	+14,160	New	+$132K	0.05%	176

Other funds holding ETJ

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Alternatives La Jolla, California $203M AUM 18.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

XML Financial's ETJ Position: Q1 2023 in Review

XML Financial sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2023, closing a stake of 15,578 shares — an estimated $117K sold.

XML Financial first reported a position in ETJ in Q4 2019 and held it in 13 quarters. The position peaked at $179K in Q2 2021. 89 funds tracked by Wall St. Rank hold ETJ as of Q1 2023.

XML Financial reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
XML Financial sold 15,578 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $117K.
XML Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2019 and held it in 13 quarters.
XML Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $179K in Q2 2021.
89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2023.

Based on XML Financial's 13F filing for Q1 2023, filed 15 May 2023.