Mid Atlantic Financial Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Mid Atlantic Financial 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 Q3	$321K	Buy	20,092 +5,301	+36%	+$87.3K	0.02%	635
2021 Q2	$241K	Sell	14,791 -3,702	-20%	-$59.4K	0.02%	760
2021 Q1	$286K	Buy	18,493 +4,602	+33%	+$70.1K	0.02%	651
2020 Q4	$213K	Sell	13,891 -1,533	-10%	-$22.2K	0.02%	700
2020 Q3	$220K	Sell	15,424 -760	-5%	-$10.9K	0.02%	627
2020 Q2	$229K	Sell	16,184 -829	-5%	-$11.2K	0.02%	583
2020 Q1	$205K	Sell	17,013 -8,356	-33%	-$116K	0.02%	560
2019 Q4	$379K	Buy	25,369 +3,221	+15%	+$48.1K	0.04%	471
2019 Q3	$324K	Buy	22,148 +2,918	+15%	+$43.6K	0.03%	487
2019 Q2	$289K	Buy	19,230 +2,065	+12%	+$30.7K	0.03%	531
2019 Q1	$258K	Buy	17,165 +1,523	+10%	+$22.4K	0.03%	557
2018 Q4	$211K	Buy	+15,642	New	+$230K	0.03%	578

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

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

Mid Atlantic Financial Management's ETV Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 36% in Q3 2021, buying an estimated $87.3K and bringing the position to 20,092 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #635.

Mid Atlantic Financial Management first reported a position in ETV in Q4 2018 and has held it in 12 quarters since. The position peaked at $379K in Q4 2019. 136 funds tracked by Wall St. Rank hold ETV as of Q3 2021.

Mid Atlantic Financial Management held 20,092 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $321K as of Q3 2021.
Mid Atlantic Financial Management bought 5,301 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2021, an estimated $87.3K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #635 holding.
Mid Atlantic Financial Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $379K in Q4 2019.
136 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.