C
ETV

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return