CG
ETV

CFO4Life Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

CFO4Life Group’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
Q1 		– Sell
-10,774
Closed -$165K – 147
2020
Q4 		$165K Buy
10,774
+173
+2% +$2.51K 0.05% 135
2020
Q3 		$147K Buy
10,601
+253
+2% +$3.61K 0.05% 122
2020
Q2 		$146K Sell
10,348
-12,979
-56% -$175K 0.06% 120
2020
Q1 		$281K Sell
23,327
-6,656
-22% -$92.6K 0.15% 85
2019
Q4 		$448K Buy
29,983
+677
+2% +$10.1K 0.19% 73
2019
Q3 		$429K Sell
29,306
-5,596
-16% -$83.6K 0.19% 75
2019
Q2 		$524K Buy
34,902
+807
+2% +$12K 0.24% 68
2019
Q1 		$512K Buy
34,095
+785
+2% +$11.5K 0.24% 66
2018
Q4 		$449K Buy
33,310
+772
+2% +$11.4K 0.2% 69
2018
Q3 		$524K Buy
32,538
+691
+2% +$11K 0.23% 71
2018
Q2 		$492K Sell
31,847
-6,457
-17% -$98.4K 0.21% 76
2018
Q1 		$570K Buy
38,304
+791
+2% +$12.1K 0.48% 34
2017
Q4 		$577K Sell
37,513
-2,451
-6% -$37.3K 0.45% 37
2017
Q3 		$612K Sell
39,964
-7,169
-15% -$110K 0.49% 33
2017
Q2 		$719K Sell
47,133
-1,570
-3% -$24.2K 0.66% 18
2017
Q1 		$741K Buy
+48,703
New +$742K 0.67% 20

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFO4Life Group's ETV Position: Q1 2021 in Review

CFO4Life Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2021, closing a stake of 10,774 shares — an estimated $165K sold.

CFO4Life Group first reported a position in ETV in Q1 2017 and held it in 16 quarters. The position peaked at $741K in Q1 2017. 142 funds tracked by Wall St. Rank hold ETV as of Q1 2021.

  • CFO4Life Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • CFO4Life Group sold 10,774 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2021, an estimated $165K.
  • CFO4Life Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2017 and held it in 16 quarters.
  • CFO4Life Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $741K in Q1 2017.
  • 142 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2021.

Based on CFO4Life Group's 13F filing for Q1 2021, filed 20 Apr 2021.