Anfield Capital Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Anfield Capital Management’s Portfolio ETV Stock Details ETV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-210,996	Closed	-$3.53M	–	109
2021 Q4	$3.53M	Buy	210,996 +2,481	+1%	+$40.9K	1.22%	20
2021 Q3	$3.33M	Buy	208,515 +4,962	+2%	+$81.7K	1.04%	23
2021 Q2	$3.31M	Buy	203,553 +4,962	+2%	+$79.6K	1.26%	16
2021 Q1	$3.08M	Sell	198,591 -16,800	-8%	-$256K	1.23%	21
2020 Q4	$3.31M	Sell	215,391 -25,600	-11%	-$371K	1.41%	19
2020 Q3	$3.33M	Sell	240,991 -260,355	-52%	-$3.72M	1.92%	14
2020 Q2	$7.08M	Buy	501,346 +229,506	+84%	+$3.09M	2.8%	10
2020 Q1	$3.28M	Sell	271,840 -2,108	-0.8%	-$29.3K	1.9%	15
2019 Q4	$4.15M	Buy	+273,948	New	+$4.09M	1.68%	16

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Anfield Capital Management's ETV Position: Q1 2022 in Review

Anfield Capital Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2022, closing a stake of 210,996 shares — an estimated $3.53M sold.

Anfield Capital Management first reported a position in ETV in Q4 2019 and held it in 9 quarters. The position peaked at $7.08M in Q2 2020. 160 funds tracked by Wall St. Rank hold ETV as of Q1 2022.

Anfield Capital Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Anfield Capital Management sold 210,996 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2022, an estimated $3.53M.
Anfield Capital Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and held it in 9 quarters.
Anfield Capital Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $7.08M in Q2 2020.
160 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2022.

Based on Anfield Capital Management's 13F filing for Q1 2022, filed 10 May 2022.