CA
ETV

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

Cliff Asness’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
2013
Q3 		– Sell
-18,282
Closed -$239K – 2493
2013
Q2 		$239K Buy
+18,282
New +$242K ﹤0.01% 2164

Other funds holding ETV

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cliff Asness's ETV Position: Q3 2013 in Review

Cliff Asness sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2013, closing a stake of 18,282 shares — an estimated $239K sold.

Cliff Asness first reported a position in ETV in Q2 2013 and held it in 1 quarter. The position peaked at $239K in Q2 2013. 66 funds tracked by Wall St. Rank hold ETV as of Q3 2013.

  • Cliff Asness reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2013 after selling out during the quarter.
  • Cliff Asness sold 18,282 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2013, an estimated $239K.
  • Cliff Asness first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2013 and held it in 1 quarter.
  • Cliff Asness's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $239K in Q2 2013.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2013.

Based on AQR Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.