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

Harvest Group 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
2021 Q1	–	Sell	-2,002	Closed	-$31K	–	239
2020 Q4	$31K	Hold	2,002	–	–	0.02%	142
2020 Q3	$28K	Hold	2,002	–	–	0.02%	131
2020 Q2	$28K	Hold	2,002	–	–	0.02%	124
2020 Q1	$24K	Hold	2,002	–	–	0.02%	120
2019 Q4	$29K	Hold	2,002	–	–	0.03%	116
2019 Q3	$29K	Hold	2,002	–	–	0.04%	115
2019 Q2	$30K	Hold	2,002	–	–	0.04%	105
2019 Q1	$30K	Buy	+2,002	New	+$29.4K	0.03%	120

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

Harvest Group Wealth Management's ETV Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2021, closing a stake of 2,002 shares — an estimated $31K sold.

Harvest Group Wealth Management first reported a position in ETV in Q1 2019 and held it in 8 quarters. The position peaked at $31K in Q4 2020. 142 funds tracked by Wall St. Rank hold ETV as of Q1 2021.

Harvest Group Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 2,002 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2021, an estimated $31K.
Harvest Group Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $31K 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 Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.