HR
ETV

Howe & Rusling’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-1,000
Closed -$12K – 835
2020
Q1 		$12K Hold
1,000
– – ﹤0.01% 402
2019
Q4 		$15K Hold
1,000
– – ﹤0.01% 416
2019
Q3 		$15K Buy
+1,000
New +$14.9K ﹤0.01% 422

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Howe & Rusling's ETV Position: Q2 2020 in Review

Howe & Rusling sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2020, closing a stake of 1,000 shares — an estimated $12K sold.

Howe & Rusling first reported a position in ETV in Q3 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 124 funds tracked by Wall St. Rank hold ETV as of Q2 2020.

  • Howe & Rusling reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Howe & Rusling sold 1,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2020, an estimated $12K.
  • Howe & Rusling first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2019 and held it in 3 quarters.
  • Howe & Rusling's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $15K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2020.

Based on Howe & Rusling's 13F filing for Q2 2020, filed 15 Jul 2020.