Integrated Investment Consultants’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Integrated Investment Consultants’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 Q2	–	Sell	-3,626	Closed	-$54K	–	338
2018 Q1	$54K	Buy	+3,626	New	+$55.5K	0.02%	413
2017 Q1	–	Sell	-834	Closed	-$12.7K	–	587
2016 Q4	$12K	Hold	834	–	–	0.01%	493
2016 Q3	$12K	Hold	834	–	–	0.01%	495
2016 Q2	$12K	Hold	834	–	–	0.01%	508
2016 Q1	$12K	Buy	+834	New	+$11.9K	0.01%	487

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 25.16% 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

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Investment Consultants's ETV Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2018, closing a stake of 3,626 shares — an estimated $54K sold.

Integrated Investment Consultants first reported a position in ETV in Q1 2016 and held it in 5 quarters. The position peaked at $54K in Q1 2018. 97 funds tracked by Wall St. Rank hold ETV as of Q2 2018.

Integrated Investment Consultants reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 3,626 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2018, an estimated $54K.
Integrated Investment Consultants first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2016 and held it in 5 quarters.
Integrated Investment Consultants's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $54K in Q1 2018.
97 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.