Quad-Cities Investment Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-3,347	Closed	-$49K	–	315
2019 Q3	$49K	Sell	3,347 -715	-18%	-$10.7K	0.04%	338
2019 Q2	$61K	Buy	4,062 +90	+2%	+$1.34K	0.05%	297
2019 Q1	$60K	Buy	3,972 +91	+2%	+$1.34K	0.05%	300
2018 Q4	$52K	Buy	3,881 +85	+2%	+$1.25K	0.05%	300
2018 Q3	$61K	Buy	3,796 +79	+2%	+$1.26K	0.05%	310
2018 Q2	$57K	Buy	+3,717	New	+$56.6K	0.05%	322

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Quad-Cities Investment Group's ETV Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2019, closing a stake of 3,347 shares — an estimated $49K sold.

Quad-Cities Investment Group first reported a position in ETV in Q2 2018 and held it in 6 quarters. The position peaked at $61K in Q2 2019. 126 funds tracked by Wall St. Rank hold ETV as of Q4 2019.

Quad-Cities Investment Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 3,347 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2019, an estimated $49K.
Quad-Cities Investment Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $61K in Q2 2019.
126 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.