Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Vance Enhanced Equity Income FundEOI · Entity 5100 | Portfolio Manager | November 24, 2021 | November 26, 2021 |
| Eaton Vance Risk-Managed Diversified Equity Income FundETJ · Entity 5384 | Portfolio Manager | November 24, 2021 | November 26, 2021 |
| Eaton Vance Tax-Managed Buy-Write Income FundETB · Entity 5531 | Portfolio Manager | July 01, 2021 | July 01, 2021 |
| Eaton Vance Tax-Managed Buy-Write Opportunities FundETV · Entity 4592 | Portfolio Manager | July 01, 2021 | July 01, 2021 |
| Eaton Vance Tax-Managed Buy-Write Strategy FundEXD · Entity 114619 | Portfolio Manager | July 01, 2021 | July 01, 2021 |
| Eaton Vance Tax-Managed Diversified Equity Income FundETY · Entity 8924 | Portfolio Manager | November 24, 2021 | November 26, 2021 |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities FundETW · Entity 4917 | Portfolio Manager | July 01, 2021 | July 01, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Eaton Vance Enhanced Equity Income Fund
Report date November 24, 2021 · Filed November 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2021-11-24 transaction · row 1
1 source rowRow 1 · 2021-11-24 · Purchase · Acquired 5,000 · Balance 5,000 |
Eaton Vance Risk-Managed Diversified Equity Income Fund
Report date November 24, 2021 · Filed November 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2021-11-24 transaction · row 1
1 source rowRow 1 · 2021-11-24 · Purchase · Acquired 5,000 · Balance 5,000 |
Eaton Vance Tax-Managed Buy-Write Income Fund
Report date July 01, 2021 · Filed July 01, 2021
This filing explicitly reported no securities owned.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Report date July 01, 2021 · Filed July 01, 2021
This filing explicitly reported no securities owned.
Eaton Vance Tax-Managed Buy-Write Strategy Fund
Report date July 01, 2021 · Filed July 01, 2021
This filing explicitly reported no securities owned.
Eaton Vance Tax-Managed Diversified Equity Income Fund
Report date November 24, 2021 · Filed November 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2021-11-24 transaction · row 1
1 source rowRow 1 · 2021-11-24 · Purchase · Acquired 5,000 · Balance 5,000 |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Report date July 01, 2021 · Filed July 01, 2021
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 24, 2021 Filed Nov 26, 2021 16:21 UTC | Eaton Vance Enhanced Equity Income Fund EOI · Entity 5100 | PurchaseCommon Shares | 5,000 | $20.00 | $100,000.00 |
DisclosureSEC source: 0001225208-21-014153 · doc4.xml · nonDerivative · entry 1 Nelson George R. · CIK 0001796325 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| November 24, 2021 Filed Nov 26, 2021 16:49 UTC | Eaton Vance Tax-Managed Diversified Equity Income Fund ETY · Entity 8924 | PurchaseCommon Shares | 5,000 | $14.73 | $73,649.50 |
DisclosureSEC source: 0001225208-21-014155 · doc4.xml · nonDerivative · entry 1 Nelson George R. · CIK 0001796325 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| November 24, 2021 Filed Nov 26, 2021 16:01 UTC | Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ · Entity 5384 | PurchaseCommon Shares | 5,000 | $10.94 | $54,700.00 |
DisclosureSEC source: 0001225208-21-014151 · doc4.xml · nonDerivative · entry 1 Nelson George R. · CIK 0001796325 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.