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

Crewe 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	-450	Closed	-$5.84K	–	958
2023 Q4	$5.84K	Hold	450	–	–	﹤0.01%	244
2023 Q3	$5.67K	Hold	450	–	–	﹤0.01%	283
2023 Q2	$6.25K	Hold	450	–	–	﹤0.01%	444
2023 Q1	$5.87K	Hold	450	–	–	﹤0.01%	616
2022 Q4	$5.92K	Hold	450	–	–	﹤0.01%	647
2022 Q3	$6K	Sell	450 -450	-50%	-$7.14K	﹤0.01%	793
2022 Q2	$14K	Hold	900	–	–	﹤0.01%	513
2022 Q1	$15K	Buy	+900	New	+$14.9K	﹤0.01%	324

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

Crewe Advisors's ETB Position: Q1 2024 in Review

Crewe Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2024, closing a stake of 450 shares — an estimated $5.84K sold.

Crewe Advisors first reported a position in ETB in Q1 2022 and held it in 8 quarters. The position peaked at $15K in Q1 2022. 89 funds tracked by Wall St. Rank hold ETB as of Q1 2024.

Crewe Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 450 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2024, an estimated $5.84K.
Crewe Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2022 and held it in 8 quarters.
Crewe Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $15K in Q1 2022.
89 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2024.

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