FI
ETB

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

Financial Insights’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
Q3 		– Sell
-3,965
Closed -$665K – 123
2021
Q2 		$665K Buy
+3,965
New +$64.5K 0.06% 137

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Insights's ETB Position: Q3 2021 in Review

Financial Insights sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q3 2021, closing a stake of 3,965 shares — an estimated $665K sold.

Financial Insights first reported a position in ETB in Q2 2021 and held it in 1 quarter. The position peaked at $665K in Q2 2021. 61 funds tracked by Wall St. Rank hold ETB as of Q3 2021.

  • Financial Insights reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 3,965 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2021, an estimated $665K.
  • Financial Insights first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2021 and held it in 1 quarter.
  • Financial Insights's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $665K in Q2 2021.
  • 61 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.