CAG
ETV

Csenge Advisory Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Csenge Advisory Group’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
2018
Q4 		– Sell
-780
Closed -$11K – 586
2018
Q3 		$11K Buy
+780
New +$12.4K ﹤0.01% 492
2018
Q2 		– Sell
-10,277
Closed -$153K – 268
2018
Q1 		$153K Buy
+10,277
New +$157K 0.05% 270

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Csenge Advisory Group's ETV Position: Q4 2018 in Review

Csenge Advisory Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2018, closing a stake of 780 shares — an estimated $11K sold.

Csenge Advisory Group first reported a position in ETV in Q1 2018 and held it in 2 quarters. The position peaked at $153K in Q1 2018. 112 funds tracked by Wall St. Rank hold ETV as of Q4 2018.

  • Csenge Advisory Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 780 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2018, an estimated $11K.
  • Csenge Advisory Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2018 and held it in 2 quarters.
  • Csenge Advisory Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $153K in Q1 2018.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.