WAM
ETV

Wealthspire Advisors (Maryland)’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-2,500
Closed -$38K – 939
2019
Q1 		$38K Hold
2,500
– – ﹤0.01% 1003
2018
Q4 		$34K Buy
+2,500
New +$36.8K ﹤0.01% 1006

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ETV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2019, closing a stake of 2,500 shares — an estimated $38K sold.

Wealthspire Advisors (Maryland) first reported a position in ETV in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q1 2019. 118 funds tracked by Wall St. Rank hold ETV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,500 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2019, an estimated $38K.
  • Wealthspire Advisors (Maryland) first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $38K in Q1 2019.
  • 118 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.