CWA
ETB

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

Clarus Wealth 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
2019
Q3 		– Sell
-333
Closed -$5K – 258
2019
Q2 		$5K Buy
+333
New +$5.21K ﹤0.01% 486

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clarus Wealth Advisors's ETB Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q3 2019, closing a stake of 333 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in ETB in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 51 funds tracked by Wall St. Rank hold ETB as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 333 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2019, an estimated $5K.
  • Clarus Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2019 and held it in 1 quarter.
  • Clarus Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $5K in Q2 2019.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.