BTS
ETV

BB&T Securities’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

BB&T Securities’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
2019
Q3 		$227K Sell
15,530
-1,487
-9% -$22.2K ﹤0.01% 1454
2019
Q2 		$255K Sell
17,017
-572
-3% -$8.5K ﹤0.01% 1394
2019
Q1 		$264K Buy
17,589
+2,710
+18% +$39.8K ﹤0.01% 1359
2018
Q4 		$200K Sell
14,879
-1,713
-10% -$25.2K ﹤0.01% 1359
2018
Q3 		$267K Sell
16,592
-826
-5% -$13.2K ﹤0.01% 1367
2018
Q2 		$269K Hold
17,418
– – ﹤0.01% 1328
2018
Q1 		$259K Buy
+17,418
New +$267K ﹤0.01% 1296

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return