BRWA
ETB

B. Riley Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-1,249
Closed -$20 – 995
2014
Q4 		$20 Buy
+1,249
New +$19.8K ﹤0.01% 2543
2014
Q3 		– Sell
-3,425
Closed -$54.7K – 1015
2014
Q2 		$54.7K Buy
+3,425
New +$54.4K 0.01% 991

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's ETB Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2015, closing a stake of 1,249 shares — an estimated $20 sold.

B. Riley Wealth Advisors first reported a position in ETB in Q2 2014 and held it in 2 quarters. The position peaked at $54.7K in Q2 2014. 43 funds tracked by Wall St. Rank hold ETB as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,249 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2015, an estimated $20.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $54.7K in Q2 2014.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.