AWMS
ETB

Advocacy Wealth Management Services’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Advocacy Wealth Management Services’s Portfolio ETB Stock Details ETB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-736
Closed -$12K – 527
2015
Q4 		$12K Buy
+736
New +$11.9K 0.01% 325

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RJFSA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
C
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advocacy Wealth Management Services's ETB Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2016, closing a stake of 736 shares — an estimated $12K sold.

Advocacy Wealth Management Services first reported a position in ETB in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 40 funds tracked by Wall St. Rank hold ETB as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 736 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2016, an estimated $12K.
  • Advocacy Wealth Management Services first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $12K in Q4 2015.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.