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

MSI Financial Services’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
2015 Q2	–	Sell	-162	Closed	-$3K	–	3124
2015 Q1	$3K	Sell	162 -331	-67%	-$5.29K	﹤0.01%	2596
2014 Q4	$8K	Hold	493	–	–	﹤0.01%	1931
2014 Q3	$8K	Sell	493 -1,922	-80%	-$30.7K	﹤0.01%	1909
2014 Q2	$39K	Hold	2,415	–	–	0.01%	1186
2014 Q1	$37K	Sell	2,415 -100	-4%	-$1.52K	0.01%	1171
2013 Q4	$37K	Sell	2,515 -250	-9%	-$3.68K	0.01%	1125
2013 Q3	$40K	Hold	2,765	–	–	0.01%	943
2013 Q2	$40K	Buy	+2,765	New	+$41.1K	0.01%	979

Other funds holding ETB

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

CFO4Life Coppell, Texas $471M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MSI Financial Services's ETB Position: Q2 2015 in Review

MSI Financial Services sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2015, closing a stake of 162 shares — an estimated $3K sold.

MSI Financial Services first reported a position in ETB in Q2 2013 and held it in 8 quarters. The position peaked at $40K in Q3 2013. 39 funds tracked by Wall St. Rank hold ETB as of Q2 2015.

MSI Financial Services reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2015 after selling out during the quarter.
MSI Financial Services sold 162 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2015, an estimated $3K.
MSI Financial Services first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2013 and held it in 8 quarters.
MSI Financial Services's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $40K in Q3 2013.
39 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2015.

Based on MSI Financial Services's 13F filing for Q2 2015, filed 21 Jul 2015.