SS
ETV

Sunbelt Securities’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Sunbelt Securities’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
Q1 		– Sell
-15,911
Closed -$238K – 455
2019
Q4 		$238K Sell
15,911
-700
-4% -$10.4K 0.03% 494
2019
Q3 		$243K Buy
+16,611
New +$248K 0.03% 469

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities's ETV Position: Q1 2020 in Review

Sunbelt Securities sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2020, closing a stake of 15,911 shares — an estimated $238K sold.

Sunbelt Securities first reported a position in ETV in Q3 2019 and held it in 2 quarters. The position peaked at $243K in Q3 2019. 134 funds tracked by Wall St. Rank hold ETV as of Q1 2020.

  • Sunbelt Securities reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 15,911 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2020, an estimated $238K.
  • Sunbelt Securities first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $243K in Q3 2019.
  • 134 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.