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

Beacon Pointe 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
2024 Q1	–	Sell	-18,442	Closed	-$239K	–	1366
2023 Q4	$239K	Sell	18,442 -19,996	-52%	-$253K	﹤0.01%	1148
2023 Q3	$485K	Sell	38,438 -7,811	-17%	-$105K	0.01%	889
2023 Q2	$642K	Sell	46,249 -500	-1%	-$6.54K	0.01%	643
2023 Q1	$610K	Buy	46,749 +5,086	+12%	+$67.6K	0.01%	701
2022 Q4	$548K	Sell	41,663 -33,119	-44%	-$472K	0.01%	656
2022 Q3	$987K	Buy	74,782 +64,382	+619%	+$1.02M	0.02%	465
2022 Q2	$156K	Hold	10,400	–	–	﹤0.01%	983
2022 Q1	$176K	Buy	+10,400	New	+$172K	﹤0.01%	1136

Other funds holding ETB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Beacon Pointe Advisors's ETB Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2024, closing a stake of 18,442 shares — an estimated $239K sold.

Beacon Pointe Advisors first reported a position in ETB in Q1 2022 and held it in 8 quarters. The position peaked at $987K in Q3 2022. 89 funds tracked by Wall St. Rank hold ETB as of Q1 2024.

Beacon Pointe Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 18,442 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2024, an estimated $239K.
Beacon Pointe Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2022 and held it in 8 quarters.
Beacon Pointe Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $987K in Q3 2022.
89 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.