HIA
ETB

Harbor Investment Advisory’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-4
Closed – – 1269
2021
Q1 		$0 Hold
4
– – ﹤0.01% 1267
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1207
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1170
2020
Q2 		$0 Buy
+4
New +$53 ﹤0.01% 1177

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbor Investment Advisory's ETB Position: Q2 2021 in Review

Harbor Investment Advisory sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2021, closing a stake of 4 shares.

Harbor Investment Advisory first reported a position in ETB in Q2 2020 and held it in 4 quarters. The position peaked at $0 in Q1 2021. 59 funds tracked by Wall St. Rank hold ETB as of Q2 2021.

  • Harbor Investment Advisory reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2021 after selling out during the quarter.
  • Harbor Investment Advisory sold 4 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2021.
  • Harbor Investment Advisory first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2020 and held it in 4 quarters.
  • Harbor Investment Advisory's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $0 in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2021.

Based on Harbor Investment Advisory's 13F filing for Q2 2021, filed 27 Jul 2021.