MFW
ETB

Mosaic Family Wealth’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Mosaic Family Wealth’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
-3,498
Closed -$55K – 303
2019
Q1 		$55K Hold
3,498
– – 0.02% 302
2018
Q4 		$47K Hold
3,498
– – 0.02% 317
2018
Q3 		$54K Hold
3,498
– – 0.02% 310
2018
Q2 		$56K Hold
3,498
– – 0.02% 293
2018
Q1 		$55K Hold
3,498
– – 0.02% 295
2017
Q4 		$59K Hold
3,498
– – 0.02% 301
2017
Q3 		$59K Hold
3,498
– – 0.02% 321
2017
Q2 		$57K Hold
3,498
– – 0.02% 311
2017
Q1 		$57K Hold
3,498
– – 0.02% 301
2016
Q4 		$58K Sell
3,498
-61
-2% -$1.01K 0.03% 301
2016
Q3 		$59K Sell
3,559
-779
-18% -$12.6K 0.03% 306
2016
Q2 		$71K Buy
4,338
+2
+0% +$32 0.03% 288
2016
Q1 		$70K Buy
4,336
+2
+0% +$31 0.03% 289
2015
Q4 		$72K Buy
+4,334
New +$69.9K 0.03% 264

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
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
Royal Bank of Canada
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

Mosaic Family Wealth's ETB Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2019, closing a stake of 3,498 shares — an estimated $55K sold.

Mosaic Family Wealth first reported a position in ETB in Q4 2015 and held it in 14 quarters. The position peaked at $72K in Q4 2015. 52 funds tracked by Wall St. Rank hold ETB as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 3,498 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2019, an estimated $55K.
  • Mosaic Family Wealth first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $72K in Q4 2015.
  • 52 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.