GGPS
ETB

Gary Goldberg Planning Services’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-341
Closed -$5K – 465
2014
Q3 		$5K Buy
+341
New +$5.45K ﹤0.01% 412

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
C
CFO4Life Coppell, Texas $471M AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gary Goldberg Planning Services's ETB Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2014, closing a stake of 341 shares — an estimated $5K sold.

Gary Goldberg Planning Services first reported a position in ETB in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 43 funds tracked by Wall St. Rank hold ETB as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 341 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2014, an estimated $5K.
  • Gary Goldberg Planning Services first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $5K in Q3 2014.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.