SFS
ETV

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

Sowell Financial Services’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
Q2 		– Sell
-2,000
Closed -$32K – 1181
2021
Q1 		$32K Buy
+2,000
New +$30.5K ﹤0.01% 1841

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UBS Group
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GC
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Royal Bank of Canada
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RA
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Sowell Financial Services's ETV Position: Q2 2021 in Review

Sowell Financial Services sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2021, closing a stake of 2,000 shares — an estimated $32K sold.

Sowell Financial Services first reported a position in ETV in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 143 funds tracked by Wall St. Rank hold ETV as of Q2 2021.

  • Sowell Financial Services reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2021, an estimated $32K.
  • Sowell Financial Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $32K in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.