MIAN
ETB

Mariner Independent Advisor Network’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Mariner Independent Advisor Network’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
-12,675
Closed -$210K – 171
2016
Q3 		$210K Buy
+12,675
New +$206K 0.03% 160

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
C
CFO4Life Coppell, Texas $471M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Independent Advisor Network's ETB Position: Q4 2016 in Review

Mariner Independent Advisor Network sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2016, closing a stake of 12,675 shares — an estimated $210K sold.

Mariner Independent Advisor Network first reported a position in ETB in Q3 2016 and held it in 1 quarter. The position peaked at $210K in Q3 2016. 38 funds tracked by Wall St. Rank hold ETB as of Q4 2016.

  • Mariner Independent Advisor Network reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2016 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 12,675 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2016, an estimated $210K.
  • Mariner Independent Advisor Network first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2016 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $210K 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 Mariner Independent Advisor Network's 13F filing for Q4 2016, filed 15 Feb 2017.