Fidelity Investments
ETV

Fidelity Investments’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Fidelity Investments’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
2024
Q4 		– Sell
-1
Closed -$14 – 5629
2024
Q3 		$14 Buy
+1
New +$13 ﹤0.01% 5395
2024
Q2 		– Sell
-1
Closed -$13 – 5448
2024
Q1 		$13 Sell
1
-2
-67% -$25 ﹤0.01% 5239
2023
Q4 		$37 Hold
3
– – ﹤0.01% 5078
2023
Q3 		$36 Buy
3
+2
+200% +$26 ﹤0.01% 4984
2023
Q2 		$13 Sell
1
-1
-50% -$12 ﹤0.01% 5241
2023
Q1 		$25 Buy
+2
New +$26 ﹤0.01% 5072
2022
Q4 		– Sell
-1
Closed – – 5412
2022
Q3 		$0 Buy
+1
New +$15 ﹤0.01% 5002
2022
Q2 		– Sell
-1
Closed – – 5061
2022
Q1 		$0 Buy
+1
New +$16 ﹤0.01% 5106
2021
Q3 		– Sell
-2
Closed – – 4531
2021
Q2 		$0 Buy
2
+1
+100% +$16 ﹤0.01% 4416
2021
Q1 		$0 Sell
1
-1
-50% -$15 ﹤0.01% 4122
2020
Q4 		$0 Buy
+2
New +$29 ﹤0.01% 3952
2020
Q2 		– Sell
-1
Closed – – 3730
2020
Q1 		$0 Hold
1
– – ﹤0.01% 3778
2019
Q4 		$0 Sell
1
-2
-67% -$30 ﹤0.01% 3901
2019
Q3 		$0 Buy
+3
New +$45 ﹤0.01% 3885
2019
Q1 		– Sell
-3
Closed – – 3751
2018
Q4 		$0 Buy
3
+2
+200% +$29 ﹤0.01% 3660
2018
Q3 		$0 Buy
+1
New +$16 ﹤0.01% 3581

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Fidelity Investments's ETV Position: Q4 2024 in Review

Fidelity Investments sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2024, closing a stake of 1 share — an estimated $14 sold.

Fidelity Investments first reported a position in ETV in Q3 2018 and held it in 16 quarters. The position peaked at $37 in Q4 2023. 177 funds tracked by Wall St. Rank hold ETV as of Q4 2024.

  • Fidelity Investments reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Eaton Vance Tax-Managed Buy-Write Opportunities Fund share in Q4 2024, an estimated $14.
  • Fidelity Investments first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2018 and held it in 16 quarters.
  • Fidelity Investments's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $37 in Q4 2023.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.