Financial Counselors Inc’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Financial Counselors Inc’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
2019 Q3	–	Sell	-11,335	Closed	-$170K	–	545
2019 Q2	$170K	Hold	11,335	–	–	0.01%	505
2019 Q1	$170K	Buy	+11,335	New	+$167K	0.01%	510
2015 Q2	–	Sell	-13,035	Closed	-$195K	–	457
2015 Q1	$195K	Buy	13,035 +3,035	+30%	+$44.3K	0.01%	427
2014 Q4	$141K	Hold	10,000	–	–	0.01%	428
2014 Q3	$148K	Hold	10,000	–	–	0.01%	414
2014 Q2	$148K	Buy	+10,000	New	+$146K	0.01%	411

Other funds holding ETV

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MIAN

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

Financial Counselors Inc's ETV Position: Q3 2019 in Review

Financial Counselors Inc sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2019, closing a stake of 11,335 shares — an estimated $170K sold.

Financial Counselors Inc first reported a position in ETV in Q2 2014 and held it in 6 quarters. The position peaked at $195K in Q1 2015. 119 funds tracked by Wall St. Rank hold ETV as of Q3 2019.

Financial Counselors Inc reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2019 after selling out during the quarter.
Financial Counselors Inc sold 11,335 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2019, an estimated $170K.
Financial Counselors Inc first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2014 and held it in 6 quarters.
Financial Counselors Inc's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $195K in Q1 2015.
119 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2019.

Based on Financial Counselors Inc's 13F filing for Q3 2019, filed 8 Nov 2019.