FEG
ETV

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

Financial Enhancement 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
2020
Q3 		– Sell
-1,000
Closed -$14K – 264
2020
Q2 		$14K Buy
+1,000
New +$13.5K ﹤0.01% 173

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Enhancement Group's ETV Position: Q3 2020 in Review

Financial Enhancement Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2020, closing a stake of 1,000 shares — an estimated $14K sold.

Financial Enhancement Group first reported a position in ETV in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 128 funds tracked by Wall St. Rank hold ETV as of Q3 2020.

  • Financial Enhancement Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 1,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2020, an estimated $14K.
  • Financial Enhancement Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2020 and held it in 1 quarter.
  • Financial Enhancement Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $14K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2020.

Based on Financial Enhancement Group's 13F filing for Q3 2020, filed 18 Nov 2020.