Legacy Wealth Partners (California)’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Legacy Wealth Partners (California)’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 Q2	$369K	Sell	22,646 -31	-0.1%	-$497	0.21%	72
2021 Q1	$351K	Sell	22,677 -5,622	-20%	-$85.6K	0.21%	66
2020 Q4	$434K	Sell	28,299 -104	-0.4%	-$1.51K	0.27%	65
2020 Q3	$393K	Buy	28,403 +4,940	+21%	+$70.5K	0.28%	60
2020 Q2	$331K	Sell	23,463 -2,754	-11%	-$37.1K	0.25%	73
2020 Q1	$316K	Sell	26,217 -9,861	-27%	-$137K	0.29%	66
2019 Q4	$547K	Buy	+36,078	New	+$538K	0.4%	61

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

Legacy Wealth Partners (California)'s ETV Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.14% in Q2 2021, selling an estimated $497 and leaving 22,646 shares worth $369K. The position accounts for 0.21% of the portfolio, ranked #72.

Legacy Wealth Partners (California) first reported a position in ETV in Q4 2019 and has held it in 7 quarters since. The position peaked at $547K in Q4 2019. 143 funds tracked by Wall St. Rank hold ETV as of Q2 2021.

Legacy Wealth Partners (California) held 22,646 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $369K as of Q2 2021.
Legacy Wealth Partners (California) sold 31 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2021, an estimated $497.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.21% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #72 holding.
Legacy Wealth Partners (California) first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $547K in Q4 2019.
143 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.