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

Index Management Solutions’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
2015 Q1	–	Sell	-262,972	Closed	-$3.7M	–	799
2014 Q4	$3.7M	Buy	262,972 +46,726	+22%	+$692K	0.51%	43
2014 Q3	$3.21M	Buy	216,246 +34,068	+19%	+$512K	0.37%	39
2014 Q2	$2.69M	Buy	182,178 +89,238	+96%	+$1.31M	0.33%	47
2014 Q1	$1.32M	Buy	92,940 +24,381	+36%	+$342K	0.21%	95
2013 Q4	$961K	Buy	68,559 +49,506	+260%	+$669K	0.24%	69
2013 Q3	$249K	Buy	+19,053	New	+$253K	0.07%	96

Other funds holding ETV

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

ACM

Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCA

Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Index Management Solutions's ETV Position: Q1 2015 in Review

Index Management Solutions sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2015, closing a stake of 262,972 shares — an estimated $3.7M sold.

Index Management Solutions first reported a position in ETV in Q3 2013 and held it in 6 quarters. The position peaked at $3.7M in Q4 2014. 74 funds tracked by Wall St. Rank hold ETV as of Q1 2015.

Index Management Solutions reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 262,972 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2015, an estimated $3.7M.
Index Management Solutions first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2013 and held it in 6 quarters.
Index Management Solutions's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $3.7M in Q4 2014.
74 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.