AIM
ETV

Advantage Investment Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Advantage Investment Management’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
2016
Q1 		– Sell
-317
Closed -$5K – 868
2015
Q4 		$5K Buy
+317
New +$4.75K ﹤0.01% 682

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Advantage Investment Management's ETV Position: Q1 2016 in Review

Advantage Investment Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2016, closing a stake of 317 shares — an estimated $5K sold.

Advantage Investment Management first reported a position in ETV in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 89 funds tracked by Wall St. Rank hold ETV as of Q1 2016.

  • Advantage Investment Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • Advantage Investment Management sold 317 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2016, an estimated $5K.
  • Advantage Investment Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2015 and held it in 1 quarter.
  • Advantage Investment Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $5K in Q4 2015.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2016.

Based on Advantage Investment Management's 13F filing for Q1 2016, filed 27 Mar 2017.