JWWM
ETB

Johnson & White Wealth Management’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Johnson & White Wealth Management’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
2023
Q1 		– Sell
-2,558
Closed -$619K – 97
2022
Q4 		$619K Buy
+2,558
New +$36.4K 0.62% 44

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Johnson & White Wealth Management's ETB Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2023, closing a stake of 2,558 shares — an estimated $619K sold.

Johnson & White Wealth Management first reported a position in ETB in Q4 2022 and held it in 1 quarter. The position peaked at $619K in Q4 2022. 74 funds tracked by Wall St. Rank hold ETB as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 2,558 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2023, an estimated $619K.
  • Johnson & White Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $619K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.