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

Doliver Advisors’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 Q1	–	Sell	-34,551	Closed	-$531K	–	346
2017 Q4	$531K	Buy	34,551 +526	+2%	+$8.01K	0.21%	77
2017 Q3	$521K	Buy	34,025 +23,857	+235%	+$366K	0.23%	104
2017 Q2	$155K	Buy	+10,168	New	+$157K	0.07%	243
2016 Q3	–	Sell	-32,105	Closed	-$475K	–	213
2016 Q2	$475K	Buy	+32,105	New	+$475K	0.4%	83
2015 Q3	–	Sell	-18,229	Closed	-$270K	–	213
2015 Q2	$270K	Buy	+18,229	New	+$276K	0.18%	178
2015 Q1	–	Sell	-87,613	Closed	-$1.23M	–	269
2014 Q4	$1.23M	Buy	87,613 +70,209	+403%	+$1.04M	0.86%	31
2014 Q3	$258K	Buy	+17,404	New	+$262K	0.18%	208
2013 Q4	–	Sell	-16,359	Closed	-$214K	–	283
2013 Q3	$214K	Buy	+16,359	New	+$217K	0.13%	277

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MIAN

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

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Doliver Advisors's ETV Position: Q1 2018 in Review

Doliver Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2018, closing a stake of 34,551 shares — an estimated $531K sold.

Doliver Advisors first reported a position in ETV in Q3 2013 and held it in 8 quarters. The position peaked at $1.23M in Q4 2014. 100 funds tracked by Wall St. Rank hold ETV as of Q1 2018.

Doliver Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
Doliver Advisors sold 34,551 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2018, an estimated $531K.
Doliver Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2013 and held it in 8 quarters.
Doliver Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.23M in Q4 2014.
100 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2018.

Based on Doliver Advisors's 13F filing for Q1 2018, filed 8 May 2018.