PCG
ETV

Private Capital Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Private Capital 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
Q1 		– Sell
-166
Closed -$31K – 2138
2017
Q4 		$31K Buy
+166
New +$2.53K 0.01% 876

Other funds holding ETV

Bank of America
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Capital Group's ETV Position: Q1 2018 in Review

Private Capital Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2018, closing a stake of 166 shares — an estimated $31K sold.

Private Capital Group first reported a position in ETV in Q4 2017 and held it in 1 quarter. The position peaked at $31K in Q4 2017. 100 funds tracked by Wall St. Rank hold ETV as of Q1 2018.

  • Private Capital Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Private Capital Group sold 166 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2018, an estimated $31K.
  • Private Capital Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2017 and held it in 1 quarter.
  • Private Capital Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $31K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2018.

Based on Private Capital Group's 13F filing for Q1 2018, filed 16 May 2018.