PMFA
ETV

Plante Moran Financial Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Plante Moran Financial 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
2019
Q4 		– Sell
-11,100
Closed -$163K – 796
2019
Q3 		$163K Hold
11,100
– – 0.05% 181
2019
Q2 		$167K Hold
11,100
– – 0.05% 171
2019
Q1 		$167K Hold
11,100
– – 0.05% 172
2018
Q4 		$150K Hold
11,100
– – 0.05% 162
2018
Q3 		$179K Hold
11,100
– – 0.06% 162
2018
Q2 		$171K Hold
11,100
– – 0.09% 182
2018
Q1 		$165K Hold
11,100
– – 0.09% 170
2017
Q4 		$171K Hold
11,100
– – 0.09% 158
2017
Q3 		$170K Hold
11,100
– – 0.1% 148
2017
Q2 		$169K Hold
11,100
– – 0.11% 140
2017
Q1 		$169K Hold
11,100
– – 0.1% 143
2016
Q4 		$165K Hold
11,100
– – 0.1% 144
2016
Q3 		$167K Hold
11,100
– – 0.11% 137
2016
Q2 		$164K Hold
11,100
– – 0.12% 133
2016
Q1 		$163K Hold
11,100
– – 0.13% 127
2015
Q4 		$170K Hold
11,100
– – 0.13% 125
2015
Q3 		$158K Hold
11,100
– – 0.12% 126
2015
Q2 		$165K Hold
11,100
– – 0.12% 131
2015
Q1 		$166K Hold
11,100
– – 0.12% 130
2014
Q4 		$156K Hold
11,100
– – 0.11% 126
2014
Q3 		$165K Buy
+11,100
New +$167K 0.14% 114

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Plante Moran Financial Advisors's ETV Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2019, closing a stake of 11,100 shares — an estimated $163K sold.

Plante Moran Financial Advisors first reported a position in ETV in Q3 2014 and held it in 21 quarters. The position peaked at $179K in Q3 2018. 126 funds tracked by Wall St. Rank hold ETV as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 11,100 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2019, an estimated $163K.
  • Plante Moran Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2014 and held it in 21 quarters.
  • Plante Moran Financial Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $179K in Q3 2018.
  • 126 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.