AWMS
ETV

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return