Enterprise Financial Services Corp (EFSC)’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2022 Q1	–	Sell	-77	Closed	-$1K	–	299
2021 Q4	$1K	Sell	77 -870	-92%	-$14.3K	﹤0.01%	341
2021 Q3	$15K	Buy	947 +1	+0.1%	+$16	﹤0.01%	319
2021 Q2	$15K	Sell	946 -5,998	-86%	-$96.2K	﹤0.01%	649
2021 Q1	$108K	Buy	6,944 +1	+0%	+$15	0.02%	282
2020 Q4	$107K	Sell	6,943 -9,061	-57%	-$131K	0.02%	274
2020 Q3	$221K	Buy	16,004 +1	+0%	+$14	0.05%	200
2020 Q2	$226K	Hold	16,003	–	–	0.05%	191
2020 Q1	$193K	Sell	16,003 -2,895	-15%	-$40.3K	0.05%	193
2019 Q4	$283K	Buy	18,898 +1	+0%	+$15	0.06%	179
2019 Q3	$277K	Hold	18,897	–	–	0.06%	173
2019 Q2	$283K	Sell	18,897 -6,253	-25%	-$92.9K	0.06%	182
2019 Q1	$377K	Buy	+25,150	New	+$370K	0.08%	152

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s ETV Position: Q1 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2022, closing a stake of 77 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ETV in Q1 2019 and held it in 12 quarters. The position peaked at $377K in Q1 2019. 160 funds tracked by Wall St. Rank hold ETV as of Q1 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 77 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2022, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2019 and held it in 12 quarters.
Enterprise Financial Services Corp (EFSC)'s Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $377K in Q1 2019.
160 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2022, filed 16 May 2022.