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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

LPL Financial San Diego, California $445B AUM 25.58% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Altavista Wealth Management's ETV Position: Q1 2016 in Review

Altavista Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2016, closing a stake of 14,420 shares — an estimated $221K sold.

Altavista Wealth Management first reported a position in ETV in Q2 2013 and held it in 11 quarters. The position peaked at $295K in Q2 2014. 89 funds tracked by Wall St. Rank hold ETV as of Q1 2016.

Altavista Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2016 after selling out during the quarter.
Altavista Wealth Management sold 14,420 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2016, an estimated $221K.
Altavista Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2013 and held it in 11 quarters.
Altavista Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $295K in Q2 2014.
89 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2016.

Based on Altavista Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.