PCA
ETV

Personal Capital Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Personal Capital Advisors’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
Q4 		$153K Sell
12,466
-3,200
-20% -$42.3K ﹤0.01% 476
2022
Q3 		$206K Buy
15,666
+3,000
+24% +$44.2K ﹤0.01% 430
2022
Q2 		$171K Buy
+12,666
New +$181K ﹤0.01% 432

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal Capital Advisors's ETV Position: Q4 2022 in Review

Personal Capital Advisors reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 20% in Q4 2022, selling an estimated $42.3K and leaving 12,466 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Personal Capital Advisors first reported a position in ETV in Q2 2022 and has held it in 3 quarters since. The position peaked at $206K in Q3 2022. 152 funds tracked by Wall St. Rank hold ETV as of Q4 2022.

  • Personal Capital Advisors held 12,466 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $153K as of Q4 2022.
  • Personal Capital Advisors sold 3,200 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2022, an estimated $42.3K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #476 holding.
  • Personal Capital Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2022 and has held it in 3 quarters since.
  • Personal Capital Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $206K in Q3 2022.
  • 152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.