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

Capital Analysts LLC’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
2021 Q1	–	Sell	-1,000	Closed	-$15K	–	1072
2020 Q4	$15K	Hold	1,000	–	–	﹤0.01%	537
2020 Q3	$14K	Hold	1,000	–	–	﹤0.01%	547
2020 Q2	$14K	Hold	1,000	–	–	﹤0.01%	511
2020 Q1	$12K	Hold	1,000	–	–	﹤0.01%	498
2019 Q4	$16K	Hold	1,000	–	–	﹤0.01%	509
2019 Q3	$15K	Sell	1,000 -1,000	-50%	-$15.6K	﹤0.01%	498
2019 Q2	$31K	Buy	2,000 +1,000	+100%	+$15.6K	﹤0.01%	422
2019 Q1	$15K	Sell	1,000 -2,585	-72%	-$38.4K	﹤0.01%	463
2018 Q4	$48K	Sell	3,585 -515	-13%	-$7.76K	0.01%	326
2018 Q3	$68K	Sell	4,100 -500	-11%	-$8.29K	0.01%	288
2018 Q2	$74K	Sell	4,600 -5,762	-56%	-$91.9K	0.01%	280
2018 Q1	$162K	Buy	+10,362	New	+$169K	0.02%	201

Other funds holding ETB

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Capital Analysts LLC's ETB Position: Q1 2021 in Review

Capital Analysts LLC sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2021, closing a stake of 1,000 shares — an estimated $15K sold.

Capital Analysts LLC first reported a position in ETB in Q1 2018 and held it in 12 quarters. The position peaked at $162K in Q1 2018. 54 funds tracked by Wall St. Rank hold ETB as of Q1 2021.

Capital Analysts LLC reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2021 after selling out during the quarter.
Capital Analysts LLC sold 1,000 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2021, an estimated $15K.
Capital Analysts LLC first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2018 and held it in 12 quarters.
Capital Analysts LLC's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $162K in Q1 2018.
54 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2021.

Based on Capital Analysts LLC's 13F filing for Q1 2021, filed 17 May 2021.