UB
ETV

UMB Bank’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

UMB Bank’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
2022
Q3 		– Sell
-3,000
Closed -$41K – 1812
2022
Q2 		$41K Hold
3,000
– – ﹤0.01% 966
2022
Q1 		$47K Hold
3,000
– – ﹤0.01% 982
2021
Q4 		$50K Buy
+3,000
New +$49.5K ﹤0.01% 995

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UMB Bank's ETV Position: Q3 2022 in Review

UMB Bank sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2022, closing a stake of 3,000 shares — an estimated $41K sold.

UMB Bank first reported a position in ETV in Q4 2021 and held it in 3 quarters. The position peaked at $50K in Q4 2021. 145 funds tracked by Wall St. Rank hold ETV as of Q3 2022.

  • UMB Bank reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • UMB Bank sold 3,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2022, an estimated $41K.
  • UMB Bank first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and held it in 3 quarters.
  • UMB Bank's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $50K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.