Sabal Trust’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Sabal Trust’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 Q3	–	Sell	-16,300	Closed	-$230K	–	138
2020 Q2	$230K	Hold	16,300	–	–	0.02%	121
2020 Q1	$197K	Hold	16,300	–	–	0.02%	125
2019 Q4	$244K	Hold	16,300	–	–	0.02%	138
2019 Q3	$239K	Buy	+16,300	New	+$243K	0.02%	134
2019 Q1	–	Sell	-20,000	Closed	-$270K	–	138
2018 Q4	$270K	Buy	+20,000	New	+$294K	0.03%	119

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

Sabal Trust's ETV Position: Q3 2020 in Review

Sabal Trust sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2020, closing a stake of 16,300 shares — an estimated $230K sold.

Sabal Trust first reported a position in ETV in Q4 2018 and held it in 5 quarters. The position peaked at $270K in Q4 2018. 128 funds tracked by Wall St. Rank hold ETV as of Q3 2020.

Sabal Trust reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2020 after selling out during the quarter.
Sabal Trust sold 16,300 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2020, an estimated $230K.
Sabal Trust first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2018 and held it in 5 quarters.
Sabal Trust's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $270K in Q4 2018.
128 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2020.

Based on Sabal Trust's 13F filing for Q3 2020, filed 14 Oct 2020.