Integrated Wealth Management (Palm Desert)’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-600	Closed	-$10K	–	457
2016 Q3	$10K	Hold	600	–	–	﹤0.01%	755
2016 Q2	$10K	Hold	600	–	–	﹤0.01%	755
2016 Q1	$10K	Hold	600	–	–	﹤0.01%	699
2015 Q4	$10K	Hold	600	–	–	﹤0.01%	761
2015 Q3	$9K	Buy	+600	New	+$9.67K	﹤0.01%	783

Other funds holding ETB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CFO4Life Coppell, Texas $471M AUM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ETB Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2016, closing a stake of 600 shares — an estimated $10K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ETB in Q3 2015 and held it in 5 quarters. The position peaked at $10K in Q3 2016. 38 funds tracked by Wall St. Rank hold ETB as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 600 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2016, an estimated $10K.
Integrated Wealth Management (Palm Desert) first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2015 and held it in 5 quarters.
Integrated Wealth Management (Palm Desert)'s Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $10K in Q3 2016.
38 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.