AWM
ETV

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

Altavista Wealth 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
-14,420
Closed -$221K – 123
2015
Q4 		$221K Hold
14,420
– – 0.13% 112
2015
Q3 		$205K Hold
14,420
– – 0.13% 108
2015
Q2 		$214K Sell
14,420
-2,250
-13% -$34K 0.13% 104
2015
Q1 		$250K Hold
16,670
– – 0.15% 97
2014
Q4 		$237K Hold
16,670
– – 0.15% 104
2014
Q3 		$247K Sell
16,670
-3,300
-17% -$49.6K 0.16% 98
2014
Q2 		$295K Hold
19,970
– – 0.18% 95
2014
Q1 		$284K Hold
19,970
– – 0.17% 99
2013
Q4 		$280K Sell
19,970
-330
-2% -$4.46K 0.17% 102
2013
Q3 		$265K Hold
20,300
– – 0.17% 103
2013
Q2 		$265K Buy
+20,300
New +$268K 0.18% 97

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