RIA
ETV

Regal Investment Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Regal Investment 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
2013
Q4 		– Sell
-2,900
Closed -$38K – 859
2013
Q3 		$38K Sell
2,900
-400
-12% -$5.3K 0.02% 339
2013
Q2 		$43K Buy
+3,300
New +$43.6K 0.02% 317

Other funds holding ETV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Regal Investment Advisors's ETV Position: Q4 2013 in Review

Regal Investment Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2013, closing a stake of 2,900 shares — an estimated $38K sold.

Regal Investment Advisors first reported a position in ETV in Q2 2013 and held it in 2 quarters. The position peaked at $43K in Q2 2013. 67 funds tracked by Wall St. Rank hold ETV as of Q4 2013.

  • Regal Investment Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 2,900 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2013, an estimated $38K.
  • Regal Investment Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $43K in Q2 2013.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.