Legacy Financial Advisors’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Legacy Financial Advisors’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 Q2	–	Sell	-82	Closed	-$1K	–	363
2019 Q1	$1K	Hold	82	–	–	﹤0.01%	966
2018 Q4	$1K	Hold	82	–	–	﹤0.01%	897
2018 Q3	$1K	Hold	82	–	–	﹤0.01%	842
2018 Q2	$1K	Hold	82	–	–	﹤0.01%	863
2018 Q1	$1K	Hold	82	–	–	﹤0.01%	779
2017 Q4	$1K	Buy	+82	New	+$1.37K	﹤0.01%	770

Other funds holding ETB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Legacy Financial Advisors's ETB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2019, closing a stake of 82 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in ETB in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 52 funds tracked by Wall St. Rank hold ETB as of Q2 2019.

Legacy Financial Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 82 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2019, an estimated $1K.
Legacy Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $1K in Q1 2019.
52 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.