FHA
ETV

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

Flagship Harbor 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
2019
Q2 		– Sell
-650
Closed -$9K – 1892
2019
Q1 		$9K Sell
650
-4,710
-88% -$69.2K ﹤0.01% 1322
2018
Q4 		$72K Buy
+5,360
New +$78.9K 0.02% 611
2017
Q4 		– Sell
-11,800
Closed -$180K – 374
2017
Q3 		$180K Buy
11,800
+800
+7% +$12.3K 0.06% 331
2017
Q2 		$169K Sell
11,000
-1,565
-12% -$24.1K 0.06% 331
2017
Q1 		$190K Hold
12,565
– – 0.07% 306
2016
Q4 		$190K Buy
+12,565
New +$186K 0.08% 271

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return