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

Sonora Investment Management’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
2021 Q3	$15K	Hold	929	–	–	﹤0.01%	691
2021 Q2	$15K	Hold	929	–	–	﹤0.01%	633
2021 Q1	$14K	Hold	929	–	–	﹤0.01%	1120
2020 Q4	$14K	Hold	929	–	–	﹤0.01%	1055
2020 Q3	$13K	Hold	929	–	–	﹤0.01%	1061
2020 Q2	$13K	Sell	929 -1,200	-56%	-$16.2K	﹤0.01%	941
2020 Q1	$26K	Buy	2,129 +1,200	+129%	+$16.7K	﹤0.01%	656
2019 Q4	$14K	Hold	929	–	–	﹤0.01%	1021
2019 Q3	$14K	Sell	929 -490	-35%	-$7.32K	﹤0.01%	1019
2019 Q2	$21K	Buy	1,419 +490	+53%	+$7.28K	﹤0.01%	845
2019 Q1	$14K	Hold	929	–	–	﹤0.01%	906
2018 Q4	$13K	Hold	929	–	–	﹤0.01%	763
2018 Q3	$15K	Hold	929	–	–	﹤0.01%	732
2018 Q2	$14K	Hold	929	–	–	﹤0.01%	702
2018 Q1	$13.8K	Hold	929	–	–	﹤0.01%	682
2017 Q4	$14.3K	Hold	929	–	–	﹤0.01%	693
2017 Q3	$14.2K	Hold	929	–	–	﹤0.01%	617
2017 Q2	$14.2K	Hold	929	–	–	﹤0.01%	612
2017 Q1	$14.1K	Hold	929	–	–	﹤0.01%	593
2016 Q4	$13.8K	Buy	+929	New	+$13.8K	﹤0.01%	538

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

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

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

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

Sonora Investment Management's ETV Position: Q3 2021 in Review

Sonora Investment Management held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q3 2021 at 929 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Sonora Investment Management first reported a position in ETV in Q4 2016 and has held it in 20 quarters since. The position peaked at $26K in Q1 2020. 136 funds tracked by Wall St. Rank hold ETV as of Q3 2021.

Sonora Investment Management held 929 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $15K as of Q3 2021.
Sonora Investment Management left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q3 2021.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #691 holding.
Sonora Investment Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2016 and has held it in 20 quarters since.
Sonora Investment Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $26K in Q1 2020.
136 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.