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

Evercore 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
2014 Q4	–	Sell	-3,000	Closed	-$44K	–	894
2014 Q3	$44K	Hold	3,000	–	–	﹤0.01%	630
2014 Q2	$44K	Hold	3,000	–	–	﹤0.01%	631
2014 Q1	$43K	Hold	3,000	–	–	﹤0.01%	616
2013 Q4	$42K	Hold	3,000	–	–	﹤0.01%	584
2013 Q3	$39K	Hold	3,000	–	–	﹤0.01%	593
2013 Q2	$39K	Buy	+3,000	New	+$39.6K	﹤0.01%	595

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACM

Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return

IMS

Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return

Evercore Wealth Management's ETV Position: Q4 2014 in Review

Evercore Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2014, closing a stake of 3,000 shares — an estimated $44K sold.

Evercore Wealth Management first reported a position in ETV in Q2 2013 and held it in 6 quarters. The position peaked at $44K in Q3 2014. 81 funds tracked by Wall St. Rank hold ETV as of Q4 2014.

Evercore Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2014 after selling out during the quarter.
Evercore Wealth Management sold 3,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2014, an estimated $44K.
Evercore Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2013 and held it in 6 quarters.
Evercore Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $44K in Q3 2014.
81 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.