WEC
ETV

Winslow Evans & Crocker’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Winslow Evans & Crocker’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 		$51K Buy
3,295
+325
+11% +$4.71K 0.01% 593
2020
Q3 		$41K Buy
2,970
+800
+37% +$11.4K 0.01% 494
2020
Q2 		$31K Hold
2,170
– – 0.01% 531
2020
Q1 		$28K Sell
2,170
-1,630
-43% -$22.7K 0.01% 519
2019
Q4 		$58K Hold
3,800
– – 0.01% 474
2019
Q3 		$56K Sell
3,800
-1,000
-21% -$14.9K 0.02% 476
2019
Q2 		$74K Sell
4,800
-700
-13% -$10.4K 0.02% 448
2019
Q1 		$84K Sell
5,500
-100
-2% -$1.47K 0.02% 409
2018
Q4 		$76K Buy
5,600
+750
+15% +$11K 0.03% 401
2018
Q3 		$80K Buy
4,850
+1,024
+27% +$16.3K 0.02% 404
2018
Q2 		$60K Buy
3,826
+300
+9% +$4.57K 0.02% 457
2018
Q1 		$52.5K Buy
3,526
+1,126
+47% +$17.2K 0.02% 470
2017
Q4 		$36.9K Sell
2,400
-14,150
-85% -$215K 0.01% 546
2017
Q3 		$254K Sell
16,550
-1,100
-6% -$16.9K 0.08% 225
2017
Q2 		$269K Buy
17,650
+6,774
+62% +$104K 0.07% 268
2017
Q1 		$165K Buy
+10,876
New +$166K 0.05% 324

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Winslow Evans & Crocker's ETV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 11% in Q4 2020, buying an estimated $4.71K and bringing the position to 3,295 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #593.

Winslow Evans & Crocker first reported a position in ETV in Q1 2017 and has held it in 16 quarters since. The position peaked at $269K in Q2 2017. 136 funds tracked by Wall St. Rank hold ETV as of Q4 2020.

  • Winslow Evans & Crocker held 3,295 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $51K as of Q4 2020.
  • Winslow Evans & Crocker bought 325 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2020, an estimated $4.71K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #593 holding.
  • Winslow Evans & Crocker first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2017 and has held it in 16 quarters since.
  • Winslow Evans & Crocker's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $269K in Q2 2017.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.