KIM
ETB

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

Karpus Investment 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
2019
Q1 		– Sell
-145,815
Closed -$1.96M – 211
2018
Q4 		$1.96M Buy
+145,815
New +$2.2M 0.08% 134

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Karpus Investment Management's ETB Position: Q1 2019 in Review

Karpus Investment Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2019, closing a stake of 145,815 shares — an estimated $1.96M sold.

Karpus Investment Management first reported a position in ETB in Q4 2018 and held it in 1 quarter. The position peaked at $1.96M in Q4 2018. 55 funds tracked by Wall St. Rank hold ETB as of Q1 2019.

  • Karpus Investment Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2019 after selling out during the quarter.
  • Karpus Investment Management sold 145,815 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2019, an estimated $1.96M.
  • Karpus Investment Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2018 and held it in 1 quarter.
  • Karpus Investment Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $1.96M in Q4 2018.
  • 55 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2019.

Based on Karpus Investment Management's 13F filing for Q1 2019, filed 15 May 2019.