GWS
ETV

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

Glassman Wealth Services’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
2021
Q1 		– Sell
-4,243
Closed -$65K – 1457
2020
Q4 		$65K Buy
+4,243
New +$61.5K 0.02% 297

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glassman Wealth Services's ETV Position: Q1 2021 in Review

Glassman Wealth Services sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2021, closing a stake of 4,243 shares — an estimated $65K sold.

Glassman Wealth Services first reported a position in ETV in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 142 funds tracked by Wall St. Rank hold ETV as of Q1 2021.

  • Glassman Wealth Services reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 4,243 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2021, an estimated $65K.
  • Glassman Wealth Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Glassman Wealth Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $65K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.