BC
ETV

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

Burleson & 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
2021
Q2 		– Sell
-241
Closed -$4K – 371
2021
Q1 		$4K Buy
+241
New +$3.67K ﹤0.01% 293

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

Burleson & Co's ETV Position: Q2 2021 in Review

Burleson & Co sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2021, closing a stake of 241 shares — an estimated $4K sold.

Burleson & Co first reported a position in ETV in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 143 funds tracked by Wall St. Rank hold ETV as of Q2 2021.

  • Burleson & Co reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Burleson & Co sold 241 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2021, an estimated $4K.
  • Burleson & Co first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2021 and held it in 1 quarter.
  • Burleson & Co's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $4K in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.