PWAG
ETV

Polaris Wealth Advisory Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-168
Closed -$3K – 243
2018
Q3 		$3K Hold
168
– – ﹤0.01% 470
2018
Q2 		$3K Hold
168
– – ﹤0.01% 233
2018
Q1 		$3K Buy
+168
New +$2.57K ﹤0.01% 420

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polaris Wealth Advisory Group's ETV Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2018, closing a stake of 168 shares — an estimated $3K sold.

Polaris Wealth Advisory Group first reported a position in ETV in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 112 funds tracked by Wall St. Rank hold ETV as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 168 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2018, an estimated $3K.
  • Polaris Wealth Advisory Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $3K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.