PAS
ETB

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

Partnervest Advisory 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
2017
Q2 		– Sell
-11,950
Closed -$195K – 204
2017
Q1 		$195K Sell
11,950
-3,750
-24% -$62.3K 0.09% 191
2016
Q4 		$259K Sell
15,700
-2,700
-15% -$44.8K 0.12% 163
2016
Q3 		$305K Buy
+18,400
New +$299K 0.14% 154

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Partnervest Advisory Services's ETB Position: Q2 2017 in Review

Partnervest Advisory Services sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2017, closing a stake of 11,950 shares — an estimated $195K sold.

Partnervest Advisory Services first reported a position in ETB in Q3 2016 and held it in 3 quarters. The position peaked at $305K in Q3 2016. 41 funds tracked by Wall St. Rank hold ETB as of Q2 2017.

  • Partnervest Advisory Services reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2017 after selling out during the quarter.
  • Partnervest Advisory Services sold 11,950 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2017, an estimated $195K.
  • Partnervest Advisory Services first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2016 and held it in 3 quarters.
  • Partnervest Advisory Services's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $305K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2017.

Based on Partnervest Advisory Services's 13F filing for Q2 2017, filed 2 Aug 2017.