Bank Hapoalim BM’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Bank Hapoalim BM’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 Q3	–	Sell	-11,410	Closed	-$174K	–	219
2017 Q2	$174K	Hold	11,410	–	–	0.04%	200
2017 Q1	$174K	Buy	11,410 +1,000	+10%	+$15.2K	0.04%	195
2016 Q4	$154K	Sell	10,410 -1,000	-9%	-$14.8K	0.04%	175
2016 Q3	$172K	Sell	11,410 -5,013	-31%	-$74.6K	0.04%	185
2016 Q2	$243K	Buy	16,423 +2,665	+19%	+$39.4K	0.06%	157
2016 Q1	$202K	Hold	13,758	–	–	0.05%	150
2015 Q4	$210K	Sell	13,758 -670	-5%	-$10K	0.05%	155
2015 Q3	$205K	Hold	14,428	–	–	0.05%	146
2015 Q2	$214K	Hold	14,428	–	–	0.04%	167
2015 Q1	$216K	Hold	14,428	–	–	0.04%	157
2014 Q4	$203K	Sell	14,428 -3,528	-20%	-$52.3K	0.04%	151
2014 Q3	$266K	Buy	17,956 +4,218	+31%	+$63.4K	0.06%	139
2014 Q2	$203K	Hold	13,738	–	–	0.05%	148
2014 Q1	$195K	Buy	+13,738	New	+$193K	0.05%	139

Other funds holding ETV

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 New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MIAN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Hapoalim BM's ETV Position: Q3 2017 in Review

Bank Hapoalim BM sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2017, closing a stake of 11,410 shares — an estimated $174K sold.

Bank Hapoalim BM first reported a position in ETV in Q1 2014 and held it in 14 quarters. The position peaked at $266K in Q3 2014. 91 funds tracked by Wall St. Rank hold ETV as of Q3 2017.

Bank Hapoalim BM reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2017 after selling out during the quarter.
Bank Hapoalim BM sold 11,410 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2017, an estimated $174K.
Bank Hapoalim BM first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2014 and held it in 14 quarters.
Bank Hapoalim BM's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $266K in Q3 2014.
91 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2017.

Based on Bank Hapoalim BM's 13F filing for Q3 2017, filed 7 Nov 2017.