Laird Norton Wetherby Wealth Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Laird Norton Wetherby 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
2020 Q4	–	Sell	-10,000	Closed	-$138K	–	914
2020 Q3	$138K	Hold	10,000	–	–	0.01%	675
2020 Q2	$141K	Hold	10,000	–	–	0.01%	676
2020 Q1	$121K	Hold	10,000	–	–	0.01%	623
2019 Q4	$150K	Hold	10,000	–	–	0.01%	681
2019 Q3	$146K	Hold	10,000	–	–	0.02%	680
2019 Q2	$150K	Hold	10,000	–	–	0.02%	659
2019 Q1	$150K	Hold	10,000	–	–	0.02%	635
2018 Q4	$135K	Hold	10,000	–	–	0.02%	608
2018 Q3	$161K	Hold	10,000	–	–	0.02%	634
2018 Q2	$155K	Buy	+10,000	New	+$152K	0.02%	616

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

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

Laird Norton Wetherby Wealth Management's ETV Position: Q4 2020 in Review

Laird Norton Wetherby Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2020, closing a stake of 10,000 shares — an estimated $138K sold.

Laird Norton Wetherby Wealth Management first reported a position in ETV in Q2 2018 and held it in 10 quarters. The position peaked at $161K in Q3 2018. 136 funds tracked by Wall St. Rank hold ETV as of Q4 2020.

Laird Norton Wetherby Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2020 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2020, an estimated $138K.
Laird Norton Wetherby Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2018 and held it in 10 quarters.
Laird Norton Wetherby Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $161K in Q3 2018.
136 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.