TCI Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-1,298	Closed	-$16.4K	–	862
2023 Q1	$16.4K	Buy	1,298 +1,000	+336%	+$12.8K	﹤0.01%	809
2022 Q4	$3.66K	Hold	298	–	–	﹤0.01%	1737
2022 Q3	$4K	Buy	+298	New	+$4.39K	﹤0.01%	1592
2021 Q3	–	Sell	-4,225	Closed	-$69K	–	2432
2021 Q2	$69K	Hold	4,225	–	–	0.01%	331
2021 Q1	$65K	Buy	+4,225	New	+$64.3K	0.03%	309
2017 Q3	–	Sell	-3,040	Closed	-$46K	–	1339
2017 Q2	$46K	Buy	+3,040	New	+$46.8K	0.02%	320
2014 Q1	–	Sell	-2,350	Closed	-$33K	–	892
2013 Q4	$33K	Buy	+2,350	New	+$31.8K	0.02%	287

Other funds holding ETV

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

PFP

Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return

TCI Wealth Advisors's ETV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2023, closing a stake of 1,298 shares — an estimated $16.4K sold.

TCI Wealth Advisors first reported a position in ETV in Q4 2013 and held it in 7 quarters. The position peaked at $69K in Q2 2021. 148 funds tracked by Wall St. Rank hold ETV as of Q2 2023.

TCI Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,298 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2023, an estimated $16.4K.
TCI Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2013 and held it in 7 quarters.
TCI Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $69K in Q2 2021.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.