AUIM
ETB

Aegon USA Investment Management’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Aegon USA Investment Management’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
2024
Q4 		– Sell
-21,756
Closed -$314K – 37
2024
Q3 		$314K Hold
21,756
– – 0.24% 29
2024
Q2 		$307K Hold
21,756
– – 0.24% 23
2024
Q1 		$297K Hold
21,756
– – 0.2% 26
2023
Q4 		$282K Buy
21,756
+5,000
+30% +$63.3K 0.2% 28
2023
Q3 		$211K Hold
16,756
– – 0.15% 31
2023
Q2 		$233K Hold
16,756
– – 0.13% 37
2023
Q1 		$219K Hold
16,756
– – 0.12% 39
2022
Q4 		$220K Buy
+16,756
New +$239K 0.13% 39

Other funds holding ETB

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Aegon USA Investment Management's ETB Position: Q4 2024 in Review

Aegon USA Investment Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2024, closing a stake of 21,756 shares — an estimated $314K sold.

Aegon USA Investment Management first reported a position in ETB in Q4 2022 and held it in 8 quarters. The position peaked at $314K in Q3 2024. 90 funds tracked by Wall St. Rank hold ETB as of Q4 2024.

  • Aegon USA Investment Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2024 after selling out during the quarter.
  • Aegon USA Investment Management sold 21,756 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2024, an estimated $314K.
  • Aegon USA Investment Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2022 and held it in 8 quarters.
  • Aegon USA Investment Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $314K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2024.

Based on Aegon USA Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.