SCG
ETV

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

Strategic 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
2014
Q2 		$221K Sell
15,000
-1,800
-11% -$26.3K 0.07% 139
2014
Q1 		$239K Hold
16,800
– – 0.08% 139
2013
Q4 		$235K Hold
16,800
– – 0.18% 101
2013
Q3 		$220K Hold
16,800
– – 0.08% 140
2013
Q2 		$219K Buy
+16,800
New +$222K 0.11% 124

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Strategic Capital Group's ETV Position: Q2 2014 in Review

Strategic Capital Group reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 11% in Q2 2014, selling an estimated $26.3K and leaving 15,000 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #139.

Strategic Capital Group first reported a position in ETV in Q2 2013 and has held it in 5 quarters since. The position peaked at $239K in Q1 2014. 76 funds tracked by Wall St. Rank hold ETV as of Q2 2014.

  • Strategic Capital Group held 15,000 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $221K as of Q2 2014.
  • Strategic Capital Group sold 1,800 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2014, an estimated $26.3K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.07% of Strategic Capital Group's portfolio in Q2 2014, its #139 holding.
  • Strategic Capital Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $239K in Q1 2014.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.