DWM
ETB

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

Destination Wealth Management’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
-10,600
Closed -$170K – 200
2021
Q3 		$170K Buy
+10,600
New +$175K 0.01% 172

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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

Destination Wealth Management's ETB Position: Q4 2021 in Review

Destination Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2021, closing a stake of 10,600 shares — an estimated $170K sold.

Destination Wealth Management first reported a position in ETB in Q3 2021 and held it in 1 quarter. The position peaked at $170K in Q3 2021. 62 funds tracked by Wall St. Rank hold ETB as of Q4 2021.

  • Destination Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2021 after selling out during the quarter.
  • Destination Wealth Management sold 10,600 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2021, an estimated $170K.
  • Destination Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2021 and held it in 1 quarter.
  • Destination Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $170K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2021.

Based on Destination Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.