AWG
ETB

Altus Wealth Group’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-2,995
Closed -$45K – 366
2020
Q4 		$45K Buy
+2,995
New +$42.4K 0.04% 234

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altus Wealth Group's ETB Position: Q1 2021 in Review

Altus Wealth Group sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2021, closing a stake of 2,995 shares — an estimated $45K sold.

Altus Wealth Group first reported a position in ETB in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 54 funds tracked by Wall St. Rank hold ETB as of Q1 2021.

  • Altus Wealth Group reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 2,995 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2021, an estimated $45K.
  • Altus Wealth Group first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $45K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.