BFIM
ETV

Beese Fulmer Investment Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-1,000
Closed -$14K – 302
2020
Q2 		$14K Buy
+1,000
New +$13.5K ﹤0.01% 444

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beese Fulmer Investment Management's ETV Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2020, closing a stake of 1,000 shares — an estimated $14K sold.

Beese Fulmer Investment Management first reported a position in ETV in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 128 funds tracked by Wall St. Rank hold ETV as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2020, an estimated $14K.
  • Beese Fulmer Investment Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $14K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.