BBHC
ETV

Brown Brothers Harriman & Co’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Brown Brothers Harriman & Co’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
2024
Q1 		– Sell
-875
Closed -$10.8K – 1187
2023
Q4 		$10.8K Hold
875
– – ﹤0.01% 938
2023
Q3 		$10.5K Hold
875
– – ﹤0.01% 942
2023
Q2 		$11.2K Buy
+875
New +$10.9K ﹤0.01% 944

Other funds holding ETV

CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

Brown Brothers Harriman & Co's ETV Position: Q1 2024 in Review

Brown Brothers Harriman & Co sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2024, closing a stake of 875 shares — an estimated $10.8K sold.

Brown Brothers Harriman & Co first reported a position in ETV in Q2 2023 and held it in 3 quarters. The position peaked at $11.2K in Q2 2023. 153 funds tracked by Wall St. Rank hold ETV as of Q1 2024.

  • Brown Brothers Harriman & Co reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 875 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2024, an estimated $10.8K.
  • Brown Brothers Harriman & Co first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2023 and held it in 3 quarters.
  • Brown Brothers Harriman & Co's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $11.2K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2024.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2024, filed 10 May 2024.