IT
ETV

Independence Trust’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Independence Trust’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
Q1 		– Sell
-13,580
Closed -$190K – 111
2013
Q4 		$190K Hold
13,580
– – 0.13% 106
2013
Q3 		$177K Hold
13,580
– – 0.13% 99
2013
Q2 		$177K Buy
+13,580
New +$179K 0.13% 99

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Independence Trust's ETV Position: Q1 2014 in Review

Independence Trust sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2014, closing a stake of 13,580 shares — an estimated $190K sold.

Independence Trust first reported a position in ETV in Q2 2013 and held it in 3 quarters. The position peaked at $190K in Q4 2013. 69 funds tracked by Wall St. Rank hold ETV as of Q1 2014.

  • Independence Trust reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2014 after selling out during the quarter.
  • Independence Trust sold 13,580 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2014, an estimated $190K.
  • Independence Trust first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2013 and held it in 3 quarters.
  • Independence Trust's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $190K in Q4 2013.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2014.

Based on Independence Trust's 13F filing for Q1 2014, filed 9 Apr 2014.