HR
ETB

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

Howe & Rusling’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
2017
Q1 		– Sell
-370
Closed -$6K – 1009
2016
Q4 		$6K Buy
+370
New +$6.14K ﹤0.01% 626

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Howe & Rusling's ETB Position: Q1 2017 in Review

Howe & Rusling sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2017, closing a stake of 370 shares — an estimated $6K sold.

Howe & Rusling first reported a position in ETB in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 40 funds tracked by Wall St. Rank hold ETB as of Q1 2017.

  • Howe & Rusling reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2017 after selling out during the quarter.
  • Howe & Rusling sold 370 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2017, an estimated $6K.
  • Howe & Rusling first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2016 and held it in 1 quarter.
  • Howe & Rusling's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $6K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2017.

Based on Howe & Rusling's 13F filing for Q1 2017, filed 18 Apr 2017.