Kesler Norman & Wride’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Kesler Norman & Wride’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
2022 Q3	–	Sell	-10,130	Closed	-$137K	–	157
2022 Q2	$137K	Hold	10,130	–	–	0.04%	146
2022 Q1	$158K	Hold	10,130	–	–	0.04%	140
2021 Q4	$170K	Hold	10,130	–	–	0.04%	144
2021 Q3	$162K	Sell	10,130 -600	-6%	-$9.88K	0.04%	146
2021 Q2	$177K	Hold	10,730	–	–	0.04%	152
2021 Q1	$166K	Hold	10,730	–	–	0.04%	149
2020 Q4	$165K	Buy	+10,730	New	+$155K	0.05%	144

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

PFP

Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 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

Kesler Norman & Wride's ETV Position: Q3 2022 in Review

Kesler Norman & Wride sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2022, closing a stake of 10,130 shares — an estimated $137K sold.

Kesler Norman & Wride first reported a position in ETV in Q4 2020 and held it in 7 quarters. The position peaked at $177K in Q2 2021. 145 funds tracked by Wall St. Rank hold ETV as of Q3 2022.

Kesler Norman & Wride reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2022 after selling out during the quarter.
Kesler Norman & Wride sold 10,130 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2022, an estimated $137K.
Kesler Norman & Wride first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and held it in 7 quarters.
Kesler Norman & Wride's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $177K in Q2 2021.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2022.

Based on Kesler Norman & Wride's 13F filing for Q3 2022, filed 19 Oct 2022.