D
ETB

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

Diversified’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
Q2 		– Sell
-10,127
Closed -$138K – 236
2024
Q1 		$138K Buy
+10,127
New +$135K 0.02% 177
2023
Q3 		– Sell
-11,028
Closed -$153K – 143
2023
Q2 		$153K Buy
11,028
+101
+0.9% +$1.32K 0.04% 142
2023
Q1 		$143K Sell
10,927
-4,597
-30% -$61.1K 0.05% 143
2022
Q4 		$204K Sell
15,524
-498
-3% -$7.1K 0.08% 150
2022
Q3 		$212K Buy
16,022
+96
+0.6% +$1.52K 0.11% 113
2022
Q2 		$239K Buy
15,926
+92
+0.6% +$1.42K 0.1% 89
2022
Q1 		$268K Buy
15,834
+85
+0.5% +$1.41K 0.11% 96
2021
Q4 		$270K Sell
15,749
-6,777
-30% -$113K 0.11% 94
2021
Q3 		$361K Sell
22,526
-890
-4% -$14.7K 0.19% 71
2021
Q2 		$393K Buy
23,416
+298
+1% +$4.85K 0.22% 69
2021
Q1 		$364K Buy
23,118
+648
+3% +$9.76K 0.28% 64
2020
Q4 		$306K Buy
+22,470
New +$318K 0.26% 67

Other funds holding ETB

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Diversified's ETB Position: Q2 2024 in Review

Diversified sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2024, closing a stake of 10,127 shares — an estimated $138K sold.

Diversified first reported a position in ETB in Q4 2020 and held it in 12 quarters. The position peaked at $393K in Q2 2021. 89 funds tracked by Wall St. Rank hold ETB as of Q2 2024.

  • Diversified reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2024 after selling out during the quarter.
  • Diversified sold 10,127 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2024, an estimated $138K.
  • Diversified first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2020 and held it in 12 quarters.
  • Diversified's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $393K in Q2 2021.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2024.

Based on Diversified's 13F filing for Q2 2024, filed 24 Jul 2024.