BMM
ETV

Buffington Mohr McNeal’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Buffington Mohr McNeal’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
Q2 		– Sell
-482
Closed -$7K – 182
2019
Q1 		$7K Buy
+482
New +$7.08K ﹤0.01% 285

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 $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Buffington Mohr McNeal's ETV Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2019, closing a stake of 482 shares — an estimated $7K sold.

Buffington Mohr McNeal first reported a position in ETV in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 118 funds tracked by Wall St. Rank hold ETV as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 482 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2019, an estimated $7K.
  • Buffington Mohr McNeal first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2019 and held it in 1 quarter.
  • Buffington Mohr McNeal's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $7K in Q1 2019.
  • 118 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.