KTC
ETB

Kistler-Tiffany Companies’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Kistler-Tiffany Companies’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
Q2 		$244K Buy
17,565
+11
+0.1% +$144 0.04% 303
2023
Q1 		$229K Buy
17,554
+10
+0.1% +$133 0.04% 271
2022
Q4 		$231K Buy
17,544
+10
+0.1% +$142 0.05% 237
2022
Q3 		$232K Buy
17,534
+9
+0.1% +$143 0.05% 194
2022
Q2 		$263K Buy
17,525
+10
+0.1% +$154 0.06% 179
2022
Q1 		$296K Sell
17,515
-13,521
-44% -$224K 0.06% 175
2021
Q4 		$531K Buy
31,036
+8
+0% +$133 0.1% 114
2021
Q3 		$497K Buy
31,028
+7
+0% +$116 0.11% 111
2021
Q2 		$521K Sell
31,021
-150
-0.5% -$2.44K 0.12% 109
2021
Q1 		$491K Buy
31,171
+12
+0% +$181 0.13% 105
2020
Q4 		$467K Buy
31,159
+12
+0% +$170 0.13% 102
2020
Q3 		$425K Buy
31,147
+217
+0.7% +$3.03K 0.14% 104
2020
Q2 		$431K Buy
30,930
+24
+0.1% +$320 0.15% 91
2020
Q1 		$507K Hold
30,906
– – 0.18% 80
2019
Q4 		$507K Buy
30,906
+2,308
+8% +$37.6K 0.18% 82
2019
Q3 		$448K Buy
28,598
+6,150
+27% +$96.2K 0.17% 80
2019
Q2 		$351K Sell
22,448
-8,374
-27% -$131K 0.13% 97
2019
Q1 		$481K Buy
30,822
+458
+2% +$6.81K 0.2% 75
2018
Q4 		$408K Sell
30,364
-6,849
-18% -$103K 0.19% 76
2018
Q3 		$620K Sell
37,213
-1,539
-4% -$25.5K 0.26% 67
2018
Q2 		$623K Sell
38,752
-3,469
-8% -$55.3K 0.28% 65
2018
Q1 		$658K Buy
42,221
+2,739
+7% +$44.7K 0.27% 68
2017
Q4 		$661K Buy
39,482
+2,211
+6% +$36.9K 0.26% 69
2017
Q3 		$624K Sell
37,271
-92
-0.2% -$1.52K 0.26% 68
2017
Q2 		$613K Buy
37,363
+11,194
+43% +$184K 0.28% 61
2017
Q1 		$426K Buy
26,169
+1,554
+6% +$25.8K 0.2% 80
2016
Q4 		$407K Sell
24,615
-2,273
-8% -$37.7K 0.2% 80
2016
Q3 		$445K Buy
26,888
+814
+3% +$13.2K 0.22% 73
2016
Q2 		$425K Buy
26,074
+2,458
+10% +$39.8K 0.22% 74
2016
Q1 		$383K Buy
23,616
+14,723
+166% +$225K 0.21% 73
2015
Q4 		$148K Buy
8,893
+7,493
+535% +$121K 0.08% 149
2015
Q3 		$21K Hold
1,400
– – 0.01% 354
2015
Q2 		$22K Buy
+1,400
New +$22.1K 0.01% 370

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Kistler-Tiffany Companies's ETB Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 0.06% in Q2 2023, buying an estimated $144 and bringing the position to 17,565 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #303.

Kistler-Tiffany Companies first reported a position in ETB in Q2 2015 and has held it in 33 quarters since. The position peaked at $661K in Q4 2017. 75 funds tracked by Wall St. Rank hold ETB as of Q2 2023.

  • Kistler-Tiffany Companies held 17,565 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $244K as of Q2 2023.
  • Kistler-Tiffany Companies bought 11 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2023, an estimated $144.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.04% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #303 holding.
  • Kistler-Tiffany Companies first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2015 and has held it in 33 quarters since.
  • Kistler-Tiffany Companies's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $661K in Q4 2017.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.