Sandy Spring Bank’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Sandy Spring Bank’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
2023 Q2	–	Sell	-2,000	Closed	-$25.3K	–	1239
2023 Q1	$25.3K	Hold	2,000	–	–	﹤0.01%	661
2022 Q4	$24.6K	Hold	2,000	–	–	﹤0.01%	657
2022 Q3	$26K	Hold	2,000	–	–	﹤0.01%	627
2022 Q2	$27K	Hold	2,000	–	–	﹤0.01%	637
2022 Q1	$31K	Hold	2,000	–	–	﹤0.01%	636
2021 Q4	$33K	Hold	2,000	–	–	﹤0.01%	660
2021 Q3	$32K	Hold	2,000	–	–	﹤0.01%	659
2021 Q2	$33K	Sell	2,000 -600	-23%	-$9.62K	﹤0.01%	665
2021 Q1	$40K	Hold	2,600	–	–	﹤0.01%	552
2020 Q4	$40K	Hold	2,600	–	–	﹤0.01%	527
2020 Q3	$36K	Hold	2,600	–	–	﹤0.01%	511
2020 Q2	$37K	Hold	2,600	–	–	﹤0.01%	505
2020 Q1	$31K	Sell	2,600 -534	-17%	-$7.43K	﹤0.01%	508
2019 Q4	$47K	Hold	3,134	–	–	﹤0.01%	482
2019 Q3	$46K	Hold	3,134	–	–	﹤0.01%	484
2019 Q2	$47K	Hold	3,134	–	–	﹤0.01%	471
2019 Q1	$47K	Hold	3,134	–	–	﹤0.01%	456
2018 Q4	$42K	Buy	+3,134	New	+$46.1K	﹤0.01%	469

Other funds holding ETV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return

Sandy Spring Bank's ETV Position: Q2 2023 in Review

Sandy Spring Bank sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2023, closing a stake of 2,000 shares — an estimated $25.3K sold.

Sandy Spring Bank first reported a position in ETV in Q4 2018 and held it in 18 quarters. The position peaked at $47K in Q4 2019. 148 funds tracked by Wall St. Rank hold ETV as of Q2 2023.

Sandy Spring Bank reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Sandy Spring Bank sold 2,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2023, an estimated $25.3K.
Sandy Spring Bank first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2018 and held it in 18 quarters.
Sandy Spring Bank's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $47K in Q4 2019.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2023.

Based on Sandy Spring Bank's 13F filing for Q2 2023, filed 4 Aug 2023.