RIA
ETV

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

Realta Investment 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
2020
Q1 		– Sell
-300
Closed -$4K – 627
2019
Q4 		$4K Hold
300
– – ﹤0.01% 1384
2019
Q3 		$4K Sell
300
-397
-57% -$5.93K ﹤0.01% 1374
2019
Q2 		$11K Buy
+697
New +$10.4K ﹤0.01% 1098

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Realta Investment Advisors's ETV Position: Q1 2020 in Review

Realta Investment Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2020, closing a stake of 300 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in ETV in Q2 2019 and held it in 3 quarters. The position peaked at $11K in Q2 2019. 134 funds tracked by Wall St. Rank hold ETV as of Q1 2020.

  • Realta Investment Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 300 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2020, an estimated $4K.
  • Realta Investment Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $11K in Q2 2019.
  • 134 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.