IFC Holdings’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

IFC Holdings’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
2018 Q1	–	Sell	-30,200	Closed	-$463K	–	102
2017 Q4	$463K	Buy	30,200 +330	+1%	+$5.03K	0.03%	314
2017 Q3	$457K	Buy	29,870 +5,235	+21%	+$80.3K	0.03%	316
2017 Q2	$376K	Buy	24,635 +1,440	+6%	+$22.2K	0.03%	344
2017 Q1	$353K	Buy	23,195 +850	+4%	+$12.9K	0.03%	311
2016 Q4	$331K	Buy	22,345 +799	+4%	+$11.8K	0.03%	291
2016 Q3	$324K	Buy	21,546 +3,776	+21%	+$56.2K	0.03%	285
2016 Q2	$262K	Buy	17,770 +3,585	+25%	+$53K	0.03%	305
2016 Q1	$209K	Buy	+14,185	New	+$202K	0.03%	337

Other funds holding ETV

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

MIAN

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

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

IFC Holdings's ETV Position: Q1 2018 in Review

IFC Holdings sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2018, closing a stake of 30,200 shares — an estimated $463K sold.

IFC Holdings first reported a position in ETV in Q1 2016 and held it in 8 quarters. The position peaked at $463K in Q4 2017. 100 funds tracked by Wall St. Rank hold ETV as of Q1 2018.

IFC Holdings reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 30,200 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2018, an estimated $463K.
IFC Holdings first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2016 and held it in 8 quarters.
IFC Holdings's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $463K in Q4 2017.
100 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.