SSWG
ETV

Seven Springs Wealth Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Seven Springs Wealth 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
2020
Q2 		– Sell
-37,252
Closed -$449K – 138
2020
Q1 		$449K Hold
37,252
– – 0.32% 26
2019
Q4 		$557K Buy
+37,252
New +$556K 0.38% 25

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Seven Springs Wealth Group's ETV Position: Q2 2020 in Review

Seven Springs Wealth Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2020, closing a stake of 37,252 shares — an estimated $449K sold.

Seven Springs Wealth Group first reported a position in ETV in Q4 2019 and held it in 2 quarters. The position peaked at $557K in Q4 2019. 124 funds tracked by Wall St. Rank hold ETV as of Q2 2020.

  • Seven Springs Wealth Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 37,252 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2020, an estimated $449K.
  • Seven Springs Wealth Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and held it in 2 quarters.
  • Seven Springs Wealth Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $557K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2020.

Based on Seven Springs Wealth Group's 13F filing for Q2 2020, filed 3 Aug 2020.