Claraphi Advisory Network’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-4,170	Closed	-$50K	–	546
2020 Q1	$50K	Buy	+4,170	New	+$58K	0.02%	467
2019 Q4	–	Sell	-3,570	Closed	-$52K	–	248
2019 Q3	$52K	Buy	+3,570	New	+$53.3K	0.03%	273
2018 Q1	–	Sell	-14,032	Closed	-$216K	–	260
2017 Q4	$216K	Buy	+14,032	New	+$214K	0.17%	195

Other funds holding ETV

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

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

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Claraphi Advisory Network's ETV Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2020, closing a stake of 4,170 shares — an estimated $50K sold.

Claraphi Advisory Network first reported a position in ETV in Q4 2017 and held it in 3 quarters. The position peaked at $216K in Q4 2017. 124 funds tracked by Wall St. Rank hold ETV as of Q2 2020.

Claraphi Advisory Network reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 4,170 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2020, an estimated $50K.
Claraphi Advisory Network first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2017 and held it in 3 quarters.
Claraphi Advisory Network's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $216K in Q4 2017.
124 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.