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

Sheaff Brock 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
2017 Q4	–	Sell	-21,318	Closed	-$327K	–	537
2017 Q3	$327K	Hold	21,318	–	–	0.04%	342
2017 Q2	$325K	Hold	21,318	–	–	0.04%	364
2017 Q1	$324K	Hold	21,318	–	–	0.04%	377
2016 Q4	$316K	Buy	21,318 +1,270	+6%	+$18.8K	0.04%	387
2016 Q3	$303K	Hold	20,048	–	–	0.04%	350
2016 Q2	$296K	Hold	20,048	–	–	0.04%	377
2016 Q1	$295K	Buy	20,048 +859	+4%	+$12.3K	0.04%	398
2015 Q4	$294K	Buy	+19,189	New	+$288K	0.03%	418

Other funds holding ETV

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

LTFS

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

FTI

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Sheaff Brock Investment Advisors's ETV Position: Q4 2017 in Review

Sheaff Brock Investment Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2017, closing a stake of 21,318 shares — an estimated $327K sold.

Sheaff Brock Investment Advisors first reported a position in ETV in Q4 2015 and held it in 8 quarters. The position peaked at $327K in Q3 2017. 99 funds tracked by Wall St. Rank hold ETV as of Q4 2017.

Sheaff Brock Investment Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 21,318 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2017, an estimated $327K.
Sheaff Brock Investment Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2015 and held it in 8 quarters.
Sheaff Brock Investment Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $327K in Q3 2017.
99 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.