FWM
ETV

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

Frontier 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
2016
Q3 		– Sell
-24,919
Closed -$368K – 368
2016
Q2 		$368K Buy
+24,919
New +$368K 0.06% 249

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Frontier Wealth Management's ETV Position: Q3 2016 in Review

Frontier Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2016, closing a stake of 24,919 shares — an estimated $368K sold.

Frontier Wealth Management first reported a position in ETV in Q2 2016 and held it in 1 quarter. The position peaked at $368K in Q2 2016. 84 funds tracked by Wall St. Rank hold ETV as of Q3 2016.

  • Frontier Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2016 after selling out during the quarter.
  • Frontier Wealth Management sold 24,919 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2016, an estimated $368K.
  • Frontier Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2016 and held it in 1 quarter.
  • Frontier Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $368K in Q2 2016.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2016.

Based on Frontier Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.