GSC
ETV

Ground Swell Capital’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Ground Swell Capital’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
Q3 		$10K Buy
660
+315
+91% +$4.74K 0.02% 946
2014
Q2 		$5K Buy
+345
New +$5.05K 0.01% 1070

Other funds holding ETV

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Ground Swell Capital's ETV Position: Q3 2014 in Review

Ground Swell Capital increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 91% in Q3 2014, buying an estimated $4.74K and bringing the position to 660 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #946.

Ground Swell Capital first reported a position in ETV in Q2 2014 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold ETV as of Q3 2014.

  • Ground Swell Capital held 660 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $10K as of Q3 2014.
  • Ground Swell Capital bought 315 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2014, an estimated $4.74K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #946 holding.
  • Ground Swell Capital first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2014 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.