OFG
ETV

OTA Financial Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

OTA Financial Group’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 		– Sell
-13,281
Closed -$216K – 78
2021
Q2 		$216K Buy
+13,281
New +$213K 0.24% 86
2014
Q4 		– Sell
-31,237
Closed -$460K – 81
2014
Q3 		$460K Buy
+31,237
New +$470K 0.61% 42

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OTA Financial Group's ETV Position: Q3 2021 in Review

OTA Financial Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2021, closing a stake of 13,281 shares — an estimated $216K sold.

OTA Financial Group first reported a position in ETV in Q3 2014 and held it in 2 quarters. The position peaked at $460K in Q3 2014. 136 funds tracked by Wall St. Rank hold ETV as of Q3 2021.

  • OTA Financial Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • OTA Financial Group sold 13,281 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2021, an estimated $216K.
  • OTA Financial Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2014 and held it in 2 quarters.
  • OTA Financial Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $460K in Q3 2014.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2021.

Based on OTA Financial Group's 13F filing for Q3 2021, filed 12 Oct 2021.