Concert Wealth Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Concert Wealth Management’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
2017 Q2	–	Sell	-20,197	Closed	-$300K	–	234
2017 Q1	$300K	Hold	20,197	–	–	0.07%	349
2016 Q4	$300K	Sell	20,197 -1,305	-6%	-$19.3K	0.07%	354
2016 Q3	$324K	Buy	21,502 +8	+0%	+$119	0.04%	470
2016 Q2	$318K	Buy	+21,494	New	+$318K	0.04%	442

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Concert Wealth Management's ETV Position: Q2 2017 in Review

Concert Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2017, closing a stake of 20,197 shares — an estimated $300K sold.

Concert Wealth Management first reported a position in ETV in Q2 2016 and held it in 4 quarters. The position peaked at $324K in Q3 2016. 92 funds tracked by Wall St. Rank hold ETV as of Q2 2017.

Concert Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 20,197 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2017, an estimated $300K.
Concert Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2016 and held it in 4 quarters.
Concert Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $324K in Q3 2016.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.