BCM
ETV

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

Bluefin 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
2023
Q1 		– Sell
-14,325
Closed -$183K – 74
2022
Q4 		$176K Buy
+14,325
New +$189K 0.03% 227

Other funds holding ETV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bluefin Capital Management's ETV Position: Q1 2023 in Review

Bluefin Capital Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2023, closing a stake of 14,325 shares — an estimated $183K sold.

Bluefin Capital Management first reported a position in ETV in Q4 2022 and held it in 1 quarter. The position peaked at $176K in Q4 2022. 145 funds tracked by Wall St. Rank hold ETV as of Q1 2023.

  • Bluefin Capital Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Bluefin Capital Management sold 14,325 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2023, an estimated $183K.
  • Bluefin Capital Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Bluefin Capital Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $176K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2023.

Based on Bluefin Capital Management's 13F filing for Q1 2023, filed 15 May 2023.