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 86 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Financial Alternatives, Inc 355,981$2,733,9312.53%
Shaker Financial Services, LLC 186,572$1,432,8730.67%
Semus Wealth Partners LLC 63,310$486,2210.45%
Pointe Capital Management LLC 67,410$517,7080.38%
ELCO Management Co., LLC 38,449$295,2880.21%
PRIMORIS WEALTH ADVISORS, LLC 22,102$169,7440.20%
Successful Portfolios LLC 27,572$211,7530.19%
Garden State Investment Advisory Services LLC 50,181$385,3940.18%
Global Assets Advisory, LLC 20,000$153,6000.14%
Cornerstone Advisors, LLC 357,079$2,742,3670.13%
View complete list of EATON VANCE RISK MNGD DIV EQ shareholders