SevenBridge Financial Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-194	Closed	-$3K	–	274
2019 Q2	$3K	Hold	194	–	–	﹤0.01%	562
2019 Q1	$3K	Hold	194	–	–	﹤0.01%	530
2018 Q4	$3K	Sell	194 -194	-50%	-$2.86K	﹤0.01%	488
2018 Q3	$6K	Hold	388	–	–	﹤0.01%	465
2018 Q2	$6K	Buy	388 +194	+100%	+$2.96K	﹤0.01%	476
2018 Q1	$3K	Hold	194	–	–	﹤0.01%	540
2017 Q4	$3K	Buy	+194	New	+$2.95K	﹤0.01%	553
2017 Q3	–	Sell	-194	Closed	-$3K	–	627
2017 Q2	$3K	Hold	194	–	–	﹤0.01%	567
2017 Q1	$3K	Hold	194	–	–	﹤0.01%	548
2016 Q4	$3K	Buy	+194	New	+$2.87K	﹤0.01%	564
2016 Q3	–	Sell	-194	Closed	-$3K	–	633
2016 Q2	$3K	Buy	+194	New	+$2.87K	﹤0.01%	649

Other funds holding ETV

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

SevenBridge Financial Group's ETV Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2019, closing a stake of 194 shares — an estimated $3K sold.

SevenBridge Financial Group first reported a position in ETV in Q2 2016 and held it in 11 quarters. The position peaked at $6K in Q3 2018. 119 funds tracked by Wall St. Rank hold ETV as of Q3 2019.

SevenBridge Financial Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 194 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2019, an estimated $3K.
SevenBridge Financial Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2016 and held it in 11 quarters.
SevenBridge Financial Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $6K in Q3 2018.
119 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.