Cary Street Partners Investment Advisory’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-6,923	Closed	-$82.9K	–	973
2023 Q3	$82.9K	Hold	6,923	–	–	﹤0.01%	754
2023 Q2	$88.5K	Hold	6,923	–	–	0.01%	689
2023 Q1	$87.4K	Hold	6,923	–	–	0.01%	622
2022 Q4	$85K	Buy	+6,923	New	+$91.5K	0.01%	622
2020 Q4	–	Sell	-1,550	Closed	-$21K	–	509
2020 Q3	$21K	Buy	+1,550	New	+$22.1K	﹤0.01%	640

Other funds holding ETV

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Cary Street Partners Investment Advisory's ETV Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2023, closing a stake of 6,923 shares — an estimated $82.9K sold.

Cary Street Partners Investment Advisory first reported a position in ETV in Q3 2020 and held it in 5 quarters. The position peaked at $88.5K in Q2 2023. 159 funds tracked by Wall St. Rank hold ETV as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 6,923 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2023, an estimated $82.9K.
Cary Street Partners Investment Advisory first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $88.5K in Q2 2023.
159 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.