CWA
ETV

Clarus Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-345
Closed -$5K – 260
2019
Q2 		$5K Buy
+345
New +$5.13K ﹤0.01% 487

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Clarus Wealth Advisors's ETV Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2019, closing a stake of 345 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in ETV in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 119 funds tracked by Wall St. Rank hold ETV as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 345 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2019, an estimated $5K.
  • Clarus Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2019 and held it in 1 quarter.
  • Clarus Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $5K in Q2 2019.
  • 119 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.