Sugarloaf Wealth Management, LLC - EATON VANCE RISK MNGD DIV EQ ownership

EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 87 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of EATON VANCE RISK MNGD DIV EQ
ValueSharesWeighting
Q4 2022$2,451
-18.3%
327
+2.5%
0.00%0.0%
Q3 2022$3,0000.0%319
+2.6%
0.00%0.0%
Q2 2022$3,0000.0%311
+2.6%
0.00%0.0%
Q1 2022$3,0000.0%303
+2.4%
0.00%0.0%
Q4 2021$3,0000.0%296
+2.1%
0.00%0.0%
Q3 2021$3,0000.0%290
+1.4%
0.00%0.0%
Q2 2021$3,0000.0%286
+2.1%
0.00%0.0%
Q1 2021$3,0000.0%280
+2.2%
0.00%0.0%
Q4 2020$3,0000.0%274
+2.6%
0.00%0.0%
Q3 2020$3,000
+50.0%
267
+2.3%
0.00%0.0%
Q2 2020$2,0000.0%261
+27.3%
0.00%0.0%
Q1 2020$2,0000.0%205
+2.5%
0.00%0.0%
Q4 2019$2,0002000.00%
Other shareholders
EATON VANCE RISK MNGD DIV EQ shareholders Q4 2020
NameSharesValueWeighting ↓
Pointe Capital Management LLC 67,798$568,0000.42%
PRIMORIS WEALTH ADVISORS, LLC 19,900$166,0000.24%
ELCO Management Co., LLC 34,275$287,0000.24%
Diversified, LLC 65,144$546,0000.23%
Successful Portfolios LLC 31,886$267,0000.18%
IHT Wealth Management, LLC 220,291$1,846,0000.16%
WEALTH EFFECTS LLC 19,042$160,0000.10%
Syverson Strege & Co 25,904$217,0000.08%
Congress Park Capital LLC 15,000$126,0000.08%
Formidable Asset Management, LLC 39,558$331,0000.08%
View complete list of EATON VANCE RISK MNGD DIV EQ shareholders