FWM
ETB

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

Focused 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
Q1 		– Sell
-7,335
Closed -$110K – 934
2020
Q4 		$110K Buy
+7,335
New +$104K 0.02% 241

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focused Wealth Management's ETB Position: Q1 2021 in Review

Focused Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2021, closing a stake of 7,335 shares — an estimated $110K sold.

Focused Wealth Management first reported a position in ETB in Q4 2020 and held it in 1 quarter. The position peaked at $110K in Q4 2020. 54 funds tracked by Wall St. Rank hold ETB as of Q1 2021.

  • Focused Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2021 after selling out during the quarter.
  • Focused Wealth Management sold 7,335 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2021, an estimated $110K.
  • Focused Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2020 and held it in 1 quarter.
  • Focused Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $110K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.