CI
ETB

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

CX Institutional’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
Q4 		– Sell
-700
Closed -$11K – 513
2021
Q3 		$11K Hold
700
– – ﹤0.01% 818
2021
Q2 		$12K Buy
+700
New +$11.4K ﹤0.01% 813

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CX Institutional's ETB Position: Q4 2021 in Review

CX Institutional sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2021, closing a stake of 700 shares — an estimated $11K sold.

CX Institutional first reported a position in ETB in Q2 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 62 funds tracked by Wall St. Rank hold ETB as of Q4 2021.

  • CX Institutional reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2021 after selling out during the quarter.
  • CX Institutional sold 700 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2021, an estimated $11K.
  • CX Institutional first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2021 and held it in 2 quarters.
  • CX Institutional's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $12K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2021.

Based on CX Institutional's 13F filing for Q4 2021, filed 18 Jan 2022.