Advocacy Wealth Management Services’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Advocacy Wealth Management Services’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
2018 Q1	–	Sell	-1,500	Closed	-$23K	–	207
2017 Q4	$23K	Hold	1,500	–	–	0.02%	95
2017 Q3	$23K	Hold	1,500	–	–	0.01%	124
2017 Q2	$23K	Sell	1,500 -339	-18%	-$5.22K	0.01%	122
2017 Q1	$28K	Sell	1,839 -21,159	-92%	-$322K	0.01%	118
2016 Q4	$341K	Sell	22,998 -628	-3%	-$9.3K	0.1%	31
2016 Q3	$357K	Sell	23,626 -3,566	-13%	-$53K	0.14%	39
2016 Q2	$402K	Buy	27,192 +8,393	+45%	+$124K	0.2%	44
2016 Q1	$276K	Buy	18,799 +7,011	+59%	+$100K	0.19%	69
2015 Q4	$180K	Buy	+11,788	New	+$177K	0.2%	90

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advocacy Wealth Management Services's ETV Position: Q1 2018 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2018, closing a stake of 1,500 shares — an estimated $23K sold.

Advocacy Wealth Management Services first reported a position in ETV in Q4 2015 and held it in 9 quarters. The position peaked at $402K in Q2 2016. 100 funds tracked by Wall St. Rank hold ETV as of Q1 2018.

Advocacy Wealth Management Services reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,500 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2018, an estimated $23K.
Advocacy Wealth Management Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2015 and held it in 9 quarters.
Advocacy Wealth Management Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $402K in Q2 2016.
100 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2018, filed 12 Apr 2018.