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ETV

Apriem Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Apriem Advisors’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
2017
Q1 		– Sell
-1,059
Closed -$16K – 682
2016
Q4 		$16K Buy
+1,059
New +$15.7K ﹤0.01% 380

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apriem Advisors's ETV Position: Q1 2017 in Review

Apriem Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2017, closing a stake of 1,059 shares — an estimated $16K sold.

Apriem Advisors first reported a position in ETV in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 88 funds tracked by Wall St. Rank hold ETV as of Q1 2017.

  • Apriem Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 1,059 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2017, an estimated $16K.
  • Apriem Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2016 and held it in 1 quarter.
  • Apriem Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $16K in Q4 2016.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.