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

Baystate 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
2018 Q1	–	Sell	-1,800	Closed	-$28K	–	686
2017 Q4	$28K	Buy	1,800 +1,620	+900%	+$24.7K	﹤0.01%	256
2017 Q3	$28K	Sell	180 -1,620	-90%	-$24.9K	﹤0.01%	244
2017 Q2	$28K	Hold	1,800	–	–	0.01%	237
2017 Q1	$28K	Buy	+1,800	New	+$27.4K	0.01%	233

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baystate Wealth Management's ETV Position: Q1 2018 in Review

Baystate Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2018, closing a stake of 1,800 shares — an estimated $28K sold.

Baystate Wealth Management first reported a position in ETV in Q1 2017 and held it in 4 quarters. The position peaked at $28K in Q4 2017. 100 funds tracked by Wall St. Rank hold ETV as of Q1 2018.

Baystate Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
Baystate Wealth Management sold 1,800 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2018, an estimated $28K.
Baystate Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2017 and held it in 4 quarters.
Baystate Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $28K in Q4 2017.
100 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.