United Asset Strategies buys $1,604,984 stake in Eaton Vance Tax Managed Buy Write Opport (ETV)

Eaton Vance Tax Managed Buy Write Opport (ETV) : United Asset Strategies scooped up 15,744 additional shares in Eaton Vance Tax Managed Buy Write Opport during the most recent quarter end , the firm said in a disclosure report filed with the SEC on Aug 1, 2016. The investment management firm now holds a total of 109,705 shares of Eaton Vance Tax Managed Buy Write Opport which is valued at $1,604,984.Eaton Vance Tax Managed Buy Write Opport makes up approximately 0.58% of United Asset Strategies’s portfolio.

Other Hedge Funds, Including , Msi Financial Services Inc reduced its stake in ETV by selling 12,554 shares or 33.96% in the most recent quarter. The Hedge Fund company now holds 24,415 shares of ETV which is valued at $361,830. Eaton Vance Tax Managed Buy Write Opport makes up approx 0.01% of Msi Financial Services Inc’s portfolio.Advocacy Wealth Management Services boosted its stake in ETV in the latest quarter, The investment management firm added 8,393 additional shares and now holds a total of 27,192 shares of Eaton Vance Tax Managed Buy Write Opport which is valued at $404,155. Eaton Vance Tax Managed Buy Write Opport makes up approx 0.20% of Advocacy Wealth Management Services’s portfolio.Creative Planning boosted its stake in ETV in the latest quarter, The investment management firm added 285 additional shares and now holds a total of 21,463 shares of Eaton Vance Tax Managed Buy Write Opport which is valued at $316,794. Baxter Bros Inc sold out all of its stake in ETV during the most recent quarter. The investment firm sold 16,250 shares of ETV which is valued $240,663.

Eaton Vance Tax-Managed Buy-Write Opportunities Fund (the Fund) is a diversified closed-end management investment company. The Fund’s primary investment objective is to provide current income and gains with a secondary objective of capital appreciation. The Fund invests in a diversified portfolio of common stocks and writes call options on one or more United States indices on a substantial portion of the value of its common stock portfolio to generate current earnings from the option premium. The Fund evaluates returns on an after tax basis and seeks to minimize and defer federal income taxes incurred by shareholders in connection with their investment in the Fund. Its portfolio of investments include information technology consumer discretionary health care financials industrials consumer staples energy materials utilities and telecommunication services among others. The Fund’s adviser is Eaton Vance Management and its sub-adviser is Parametric Portfolio Associates LLC.

Leave a Reply

Eaton Vance Tax Managed Buy Write Opport - Is it time to Sell?

Top Brokerage Firms are advising their investors on Eaton Vance Tax Managed Buy Write Opport. Subscribe to MoneyFlowIndex.Org Pre-Market Alerts, You will be the first to know the street buzz.