GSWM
ETV

Golden State Wealth Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Golden State Wealth Management’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
Q4 		– Sell
-657
Closed -$10K – 313
2019
Q3 		$10K Buy
657
+10
+2% +$149 ﹤0.01% 750
2019
Q2 		$9K Buy
+647
New +$9.61K ﹤0.01% 767

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Golden State Wealth Management's ETV Position: Q4 2019 in Review

Golden State Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2019, closing a stake of 657 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in ETV in Q2 2019 and held it in 2 quarters. The position peaked at $10K in Q3 2019. 126 funds tracked by Wall St. Rank hold ETV as of Q4 2019.

  • Golden State Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 657 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2019, an estimated $10K.
  • Golden State Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $10K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.