KA
ETV

Klingman & Associates’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-1,800
Closed -$27K – 170
2016
Q3 		$27K Sell
1,800
-300
-14% -$4.46K 0.01% 238
2016
Q2 		$31K Hold
2,100
– – 0.01% 225
2016
Q1 		$31K Hold
2,100
– – 0.01% 224
2015
Q4 		$32K Buy
+2,100
New +$31.5K 0.01% 234
2015
Q3 		– Sell
-2,100
Closed -$31K – 234
2015
Q2 		$31K Hold
2,100
– – 0.01% 212
2015
Q1 		$31K Hold
2,100
– – 0.01% 204
2014
Q4 		$29K Buy
+2,100
New +$31.1K 0.01% 203

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Klingman & Associates's ETV Position: Q4 2016 in Review

Klingman & Associates sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2016, closing a stake of 1,800 shares — an estimated $27K sold.

Klingman & Associates first reported a position in ETV in Q4 2014 and held it in 7 quarters. The position peaked at $32K in Q4 2015. 88 funds tracked by Wall St. Rank hold ETV as of Q4 2016.

  • Klingman & Associates reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 1,800 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2016, an estimated $27K.
  • Klingman & Associates first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $32K in Q4 2015.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.