IAA
ETV

Independent Advisor Alliance’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-17,237
Closed -$261K – 271
2017
Q1 		$261K Buy
+17,237
New +$262K 0.04% 334

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Independent Advisor Alliance's ETV Position: Q2 2017 in Review

Independent Advisor Alliance sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2017, closing a stake of 17,237 shares — an estimated $261K sold.

Independent Advisor Alliance first reported a position in ETV in Q1 2017 and held it in 1 quarter. The position peaked at $261K in Q1 2017. 92 funds tracked by Wall St. Rank hold ETV as of Q2 2017.

  • Independent Advisor Alliance reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,237 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2017, an estimated $261K.
  • Independent Advisor Alliance first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $261K in Q1 2017.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.