AIA
ETB

Allegis Investment Advisors’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Allegis Investment Advisors’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
-125
Closed -$2K – 394
2015
Q4 		$2K Buy
+125
New +$2.02K ﹤0.01% 981

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
C
CFO4Life Coppell, Texas $471M AUM
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

Allegis Investment Advisors's ETB Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2016, closing a stake of 125 shares — an estimated $2K sold.

Allegis Investment Advisors first reported a position in ETB in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 40 funds tracked by Wall St. Rank hold ETB as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 125 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2016, an estimated $2K.
  • Allegis Investment Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $2K 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 Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.