NFH
ETV

NEXT Financial Holdings’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$15K Buy
+1,000
New +$14.7K ﹤0.01% 1023

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NEXT Financial Holdings's ETV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2019: 1,000 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings.

118 funds tracked by Wall St. Rank hold ETV as of Q1 2019.

  • NEXT Financial Holdings held 1,000 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $15K as of Q1 2019.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new NEXT Financial Holdings position in Q1 2019.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1023 holding.
  • 118 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.