BWP
ETB

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

Baldwin Wealth 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
-925
Closed -$15K – 513
2018
Q3 		$15K Hold
925
– – ﹤0.01% 431
2018
Q2 		$15K Buy
+925
New +$14.8K ﹤0.01% 428

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

Baldwin Wealth Partners's ETB Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2018, closing a stake of 925 shares — an estimated $15K sold.

Baldwin Wealth Partners first reported a position in ETB in Q2 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 56 funds tracked by Wall St. Rank hold ETB as of Q4 2018.

  • Baldwin Wealth Partners reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 925 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2018, an estimated $15K.
  • Baldwin Wealth Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2018 and held it in 2 quarters.
  • Baldwin Wealth Partners's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $15K 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 Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.