Brinker Capital Investments’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Brinker Capital Investments’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
2020 Q1	–	Sell	-1,241	Closed	-$20K	–	434
2019 Q4	$20K	Hold	1,241	–	–	﹤0.01%	506
2019 Q3	$19K	Hold	1,241	–	–	﹤0.01%	512
2019 Q2	$19K	Hold	1,241	–	–	﹤0.01%	706
2019 Q1	$19K	Hold	1,241	–	–	﹤0.01%	557
2018 Q4	$17K	Hold	1,241	–	–	﹤0.01%	454
2018 Q3	$21K	Hold	1,241	–	–	﹤0.01%	425
2018 Q2	$20K	Hold	1,241	–	–	﹤0.01%	446
2018 Q1	$19K	Hold	1,241	–	–	﹤0.01%	426
2017 Q4	$21K	Hold	1,241	–	–	﹤0.01%	402
2017 Q3	$21K	Hold	1,241	–	–	﹤0.01%	398
2017 Q2	$20K	Hold	1,241	–	–	﹤0.01%	367
2017 Q1	$20K	Hold	1,241	–	–	﹤0.01%	353
2016 Q4	$21K	Hold	1,241	–	–	﹤0.01%	344
2016 Q3	$21K	Hold	1,241	–	–	﹤0.01%	333
2016 Q2	$20K	Hold	1,241	–	–	﹤0.01%	325
2016 Q1	$20K	Hold	1,241	–	–	﹤0.01%	330
2015 Q4	$21K	Hold	1,241	–	–	﹤0.01%	363
2015 Q3	$19K	Hold	1,241	–	–	﹤0.01%	348
2015 Q2	$19K	Hold	1,241	–	–	﹤0.01%	342
2015 Q1	$20K	Hold	1,241	–	–	﹤0.01%	343
2014 Q4	$20K	Buy	+1,241	New	+$19.7K	﹤0.01%	328

Other funds holding ETB

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brinker Capital Investments's ETB Position: Q1 2020 in Review

Brinker Capital Investments sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2020, closing a stake of 1,241 shares — an estimated $20K sold.

Brinker Capital Investments first reported a position in ETB in Q4 2014 and held it in 21 quarters. The position peaked at $21K in Q3 2018. 46 funds tracked by Wall St. Rank hold ETB as of Q1 2020.

Brinker Capital Investments reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2020 after selling out during the quarter.
Brinker Capital Investments sold 1,241 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2020, an estimated $20K.
Brinker Capital Investments first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2014 and held it in 21 quarters.
Brinker Capital Investments's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $21K in Q3 2018.
46 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.