APP
ETB

Avantax Planning Partners’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-6,305
Closed -$105K – 553
2018
Q3 		$105K Buy
+6,305
New +$105K 0.01% 338

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Avantax Planning Partners's ETB Position: Q4 2018 in Review

Avantax Planning Partners sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2018, closing a stake of 6,305 shares — an estimated $105K sold.

Avantax Planning Partners first reported a position in ETB in Q3 2018 and held it in 1 quarter. The position peaked at $105K in Q3 2018. 56 funds tracked by Wall St. Rank hold ETB as of Q4 2018.

  • Avantax Planning Partners reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 6,305 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2018, an estimated $105K.
  • Avantax Planning Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $105K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.