CFO4Life’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

CFO4Life’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
2016 Q4	$716K	Buy	48,221 +1,068	+2%	+$15.8K	0.59%	26
2016 Q3	$712K	Sell	47,153 -10	-0%	-$149	0.62%	26
2016 Q2	$697K	Buy	47,163 +1,037	+2%	+$15.3K	0.6%	28
2016 Q1	$678K	Sell	46,126 -5,116	-10%	-$73K	0.61%	27
2015 Q4	$784K	Buy	51,242 +1,544	+3%	+$23.2K	0.74%	29
2015 Q3	$706K	Sell	49,698 -7,100	-13%	-$105K	0.75%	27
2015 Q2	$842K	Buy	56,798 +981	+2%	+$14.8K	0.7%	29
2015 Q1	$837K	Sell	55,817 -2,558	-4%	-$37.3K	0.7%	30
2014 Q4	$821K	Buy	+58,375	New	+$865K	0.68%	26

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFO4Life's ETV Position: Q4 2016 in Review

CFO4Life increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 2.3% in Q4 2016, buying an estimated $15.8K and bringing the position to 48,221 shares worth $716K. The position accounts for 0.59% of the portfolio, ranked #26.

CFO4Life first reported a position in ETV in Q4 2014 and has held it in 9 quarters since. The position peaked at $842K in Q2 2015. 88 funds tracked by Wall St. Rank hold ETV as of Q4 2016.

CFO4Life held 48,221 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $716K as of Q4 2016.
CFO4Life bought 1,068 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2016, an estimated $15.8K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.59% of CFO4Life's portfolio in Q4 2016, its #26 holding.
CFO4Life first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2014 and has held it in 9 quarters since.
CFO4Life's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $842K in Q2 2015.
88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.