HC
ETB

HHG & Company’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

HHG & Company’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
2016
Q1 		$280K Hold
17,258
– – 0.08% 127
2015
Q4 		$288K Sell
17,258
-13,500
-44% -$218K 0.08% 127
2015
Q3 		$470K Sell
30,758
-1,800
-6% -$29K 0.14% 112
2015
Q2 		$504K Hold
32,558
– – 0.15% 115
2015
Q1 		$516K Sell
32,558
-5,500
-14% -$87.8K 0.14% 121
2014
Q4 		$605K Sell
38,058
-7,609
-17% -$121K 0.14% 124
2014
Q3 		$714K Sell
45,667
-1,000
-2% -$16K 0.23% 96
2014
Q2 		$747K Buy
46,667
+9,400
+25% +$149K 0.24% 112
2014
Q1 		$577K Sell
37,267
-5,000
-12% -$76.1K 0.2% 119
2013
Q4 		$629K Buy
42,267
+5,920
+16% +$87.1K 0.23% 112
2013
Q3 		$522K Hold
36,347
– – 0.21% 115
2013
Q2 		$527K Buy
+36,347
New +$540K 0.21% 115

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
C
CFO4Life Coppell, Texas $471M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return