FNBT
ETB

FineMark National Bank & Trust’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

FineMark National Bank & Trust’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
2013
Q4 		– Sell
-500
Closed -$7K – 1579
2013
Q3 		$7K Hold
500
– – ﹤0.01% 1038
2013
Q2 		$7K Buy
+500
New +$7.43K ﹤0.01% 1031

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
HHG & Company Darien, Connecticut $360M AUM 2.44% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

FineMark National Bank & Trust's ETB Position: Q4 2013 in Review

FineMark National Bank & Trust sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2013, closing a stake of 500 shares — an estimated $7K sold.

FineMark National Bank & Trust first reported a position in ETB in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 35 funds tracked by Wall St. Rank hold ETB as of Q4 2013.

  • FineMark National Bank & Trust reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 500 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2013, an estimated $7K.
  • FineMark National Bank & Trust first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $7K in Q3 2013.
  • 35 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2013.

Based on FineMark National Bank & Trust's 13F filing for Q4 2013, filed 12 Feb 2014.