CRC
ETB

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

Curi RMB Capital’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
2017
Q3 		– Sell
-19,379
Closed -$318K – 727
2017
Q2 		$318K Sell
19,379
-17,031
-47% -$279K 0.01% 595
2017
Q1 		$593K Buy
+36,410
New +$605K 0.02% 355

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Curi RMB Capital's ETB Position: Q3 2017 in Review

Curi RMB Capital sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q3 2017, closing a stake of 19,379 shares — an estimated $318K sold.

Curi RMB Capital first reported a position in ETB in Q1 2017 and held it in 2 quarters. The position peaked at $593K in Q1 2017. 38 funds tracked by Wall St. Rank hold ETB as of Q3 2017.

  • Curi RMB Capital reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q3 2017 after selling out during the quarter.
  • Curi RMB Capital sold 19,379 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2017, an estimated $318K.
  • Curi RMB Capital first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2017 and held it in 2 quarters.
  • Curi RMB Capital's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $593K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2017.

Based on Curi RMB Capital's 13F filing for Q3 2017, filed 14 Nov 2017.