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

WFG 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
2015 Q2	–	Sell	-600	Closed	-$9K	–	1704
2015 Q1	$9K	Sell	600 -15,088	-96%	-$220K	﹤0.01%	1230
2014 Q4	$221K	Sell	15,688 -36,803	-70%	-$545K	0.04%	394
2014 Q3	$778K	Buy	52,491 +476	+0.9%	+$7.16K	0.15%	168
2014 Q2	$767K	Buy	52,015 +479	+0.9%	+$7.01K	0.14%	179
2014 Q1	$732K	Buy	51,536 +489	+1%	+$6.87K	0.15%	177
2013 Q4	$715K	Buy	51,047 +3,473	+7%	+$46.9K	0.1%	231
2013 Q3	$622K	Sell	47,574 -1,812	-4%	-$24K	0.1%	240
2013 Q2	$644K	Buy	+49,386	New	+$653K	0.11%	219

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

WFG Advisors's ETV Position: Q2 2015 in Review

WFG Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2015, closing a stake of 600 shares — an estimated $9K sold.

WFG Advisors first reported a position in ETV in Q2 2013 and held it in 8 quarters. The position peaked at $778K in Q3 2014. 73 funds tracked by Wall St. Rank hold ETV as of Q2 2015.

WFG Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 600 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2015, an estimated $9K.
WFG Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2013 and held it in 8 quarters.
WFG Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $778K in Q3 2014.
73 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.