Strategic Blueprint’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Strategic Blueprint’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	-286,357	Closed	-$3.45M	–	175
2020 Q1	$3.45M	Buy	+286,357	New	+$3.98M	2.02%	14
2019 Q4	–	Sell	-800	Closed	-$12K	–	192
2019 Q3	$12K	Sell	800 -106,199	-99%	-$1.59M	0.01%	277
2019 Q2	$1.61M	Buy	106,999 +7,738	+8%	+$115K	1.37%	28
2019 Q1	$1.49M	Buy	99,261 +20,147	+25%	+$296K	1.35%	26
2018 Q4	$1.07M	Buy	+79,114	New	+$1.16M	1.55%	21

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Strategic Blueprint's ETV Position: Q2 2020 in Review

Strategic Blueprint sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2020, closing a stake of 286,357 shares — an estimated $3.45M sold.

Strategic Blueprint first reported a position in ETV in Q4 2018 and held it in 5 quarters. The position peaked at $3.45M in Q1 2020. 124 funds tracked by Wall St. Rank hold ETV as of Q2 2020.

Strategic Blueprint reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Strategic Blueprint sold 286,357 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2020, an estimated $3.45M.
Strategic Blueprint first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2018 and held it in 5 quarters.
Strategic Blueprint's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $3.45M in Q1 2020.
124 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2020.

Based on Strategic Blueprint's 13F filing for Q2 2020, filed 20 Jul 2020.