CFO4Life’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

CFO4Life’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
2022 Q4	$679K	Buy	+51,650	New	+$736K	0.14%	84
2016 Q4	$1.65M	Sell	99,946 -5,315	-5%	-$88.2K	1.36%	13
2016 Q3	$1.74M	Sell	105,261 -5,239	-5%	-$85.1K	1.51%	12
2016 Q2	$1.8M	Buy	110,500 +978	+0.9%	+$15.8K	1.54%	11
2016 Q1	$1.78M	Sell	109,522 -32,524	-23%	-$497K	1.59%	10
2015 Q4	$2.37M	Sell	142,046 -2,004	-1%	-$32.3K	2.25%	8
2015 Q3	$2.2M	Buy	144,050 +1,498	+1%	+$24.1K	2.34%	8
2015 Q2	$2.21M	Buy	142,552 +5,002	+4%	+$79K	1.84%	13
2015 Q1	$2.18M	Sell	137,550 -242,774	-64%	-$3.88M	1.82%	11
2014 Q4	$6.05M	Buy	+380,324	New	+$6.02M	4.99%	4

Other funds holding ETB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFO4Life's ETB Position: Q4 2022 in Review

CFO4Life opened a new position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2022: 51,650 shares worth $679K. The stake represents 0.14% of the portfolio and ranks #84 among its holdings. This is a return to the name: CFO4Life previously reported a position in ETB as recently as Q4 2016.

CFO4Life first reported a position in ETB in Q4 2014 and has held it in 10 quarters since. The position peaked at $6.05M in Q4 2014. 81 funds tracked by Wall St. Rank hold ETB as of Q4 2022.

CFO4Life held 51,650 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $679K as of Q4 2022.
Eaton Vance Tax-Managed Buy-Write Income Fund was a new CFO4Life position in Q4 2022.
Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.14% of CFO4Life's portfolio in Q4 2022, its #84 holding.
CFO4Life first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2014 and has held it in 10 quarters since.
CFO4Life's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $6.05M in Q4 2014.
81 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.