Sullivan, Bruyette, Speros & Blaney’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q3	–	Sell	-12,812	Closed	-$181K	–	360
2020 Q2	$181K	Hold	12,812	–	–	0.01%	249
2020 Q1	$155K	Hold	12,812	–	–	0.01%	238
2019 Q4	$192K	Hold	12,812	–	–	0.01%	253
2019 Q3	$188K	Hold	12,812	–	–	0.01%	246
2019 Q2	$192K	Buy	+12,812	New	+$190K	0.01%	231

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's ETV Position: Q3 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2020, closing a stake of 12,812 shares — an estimated $181K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in ETV in Q2 2019 and held it in 5 quarters. The position peaked at $192K in Q4 2019. 128 funds tracked by Wall St. Rank hold ETV as of Q3 2020.

Sullivan, Bruyette, Speros & Blaney reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2020 after selling out during the quarter.
Sullivan, Bruyette, Speros & Blaney sold 12,812 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2020, an estimated $181K.
Sullivan, Bruyette, Speros & Blaney first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2019 and held it in 5 quarters.
Sullivan, Bruyette, Speros & Blaney's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $192K in Q4 2019.
128 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q3 2020, filed 12 Nov 2020.