FAM
ETV

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

Formidable Asset 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
2016
Q2 		– Sell
-950
Closed -$14K – 244
2016
Q1 		$14K Hold
950
– – 0.01% 306
2015
Q4 		$14K Buy
+950
New +$14.2K 0.01% 343

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Formidable Asset Management's ETV Position: Q2 2016 in Review

Formidable Asset Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2016, closing a stake of 950 shares — an estimated $14K sold.

Formidable Asset Management first reported a position in ETV in Q4 2015 and held it in 2 quarters. The position peaked at $14K in Q1 2016. 87 funds tracked by Wall St. Rank hold ETV as of Q2 2016.

  • Formidable Asset Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 950 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2016, an estimated $14K.
  • Formidable Asset Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2015 and held it in 2 quarters.
  • Formidable Asset Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $14K in Q1 2016.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.