JP Morgan Private Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

JP Morgan Private Wealth Advisors’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	-40,342	Closed	-$601K	–	1480
2018 Q1	$601K	Buy	40,342 +1,342	+3%	+$20.5K	﹤0.01%	807
2017 Q4	$599K	Buy	39,000 +6,463	+20%	+$98.4K	﹤0.01%	814
2017 Q3	$498K	Buy	32,537 +6,600	+25%	+$101K	﹤0.01%	849
2017 Q2	$396K	Sell	25,937 -3,985	-13%	-$61.4K	﹤0.01%	913
2017 Q1	$455K	Sell	29,922 -2,676	-8%	-$40.7K	﹤0.01%	895
2016 Q4	$484K	Sell	32,598 -10,300	-24%	-$153K	﹤0.01%	820
2016 Q3	$647K	Hold	42,898	–	–	0.01%	703
2016 Q2	$634K	Hold	42,898	–	–	0.01%	707
2016 Q1	$631K	Buy	42,898 +15,148	+55%	+$216K	0.01%	677
2015 Q4	$425K	Buy	27,750 +16,400	+144%	+$246K	﹤0.01%	742
2015 Q3	$161K	Hold	11,350	–	–	﹤0.01%	958
2015 Q2	$168K	Hold	11,350	–	–	﹤0.01%	990
2015 Q1	$170K	Buy	+11,350	New	+$166K	﹤0.01%	1060

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

JP Morgan Private Wealth Advisors's ETV Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2018, closing a stake of 40,342 shares — an estimated $601K sold.

JP Morgan Private Wealth Advisors first reported a position in ETV in Q1 2015 and held it in 13 quarters. The position peaked at $647K in Q3 2016. 97 funds tracked by Wall St. Rank hold ETV as of Q2 2018.

JP Morgan Private Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 40,342 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2018, an estimated $601K.
JP Morgan Private Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2015 and held it in 13 quarters.
JP Morgan Private Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $647K in Q3 2016.
97 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.