United Capital Financial Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

United Capital Financial 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
2020 Q4	–	Sell	-11,995	Closed	-$166K	–	1202
2020 Q3	$166K	Buy	11,995 +1,483	+14%	+$21.2K	﹤0.01%	1089
2020 Q2	$148K	Hold	10,512	–	–	﹤0.01%	1126
2020 Q1	$127K	Sell	10,512 -665	-6%	-$9.25K	﹤0.01%	1108
2019 Q4	$167K	Sell	11,177 -3,863	-26%	-$57.6K	﹤0.01%	1305
2019 Q3	$220K	Buy	15,040 +10	+0.1%	+$149	﹤0.01%	1164
2019 Q2	$226K	Buy	+15,030	New	+$223K	﹤0.01%	1330

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

United Capital Financial Advisors's ETV Position: Q4 2020 in Review

United Capital Financial Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2020, closing a stake of 11,995 shares — an estimated $166K sold.

United Capital Financial Advisors first reported a position in ETV in Q2 2019 and held it in 6 quarters. The position peaked at $226K in Q2 2019. 136 funds tracked by Wall St. Rank hold ETV as of Q4 2020.

United Capital Financial Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2020 after selling out during the quarter.
United Capital Financial Advisors sold 11,995 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2020, an estimated $166K.
United Capital Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2019 and held it in 6 quarters.
United Capital Financial Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $226K in Q2 2019.
136 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.