WP
ETV

WealthPLAN Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$4.47K Sell
300
-14,300
-98% -$213K ﹤0.01% 735
2016
Q2 		$108K Buy
+14,600
New +$216K 0.01% 585

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

WealthPLAN Partners's ETV Position: Q3 2016 in Review

WealthPLAN Partners reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 98% in Q3 2016, selling an estimated $213K and leaving 300 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

WealthPLAN Partners first reported a position in ETV in Q2 2016 and has held it in 2 quarters since. The position peaked at $108K in Q2 2016. 84 funds tracked by Wall St. Rank hold ETV as of Q3 2016.

  • WealthPLAN Partners held 300 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $4.47K as of Q3 2016.
  • WealthPLAN Partners sold 14,300 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2016, an estimated $213K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #735 holding.
  • WealthPLAN Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $108K in Q2 2016.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.