PCG
ETB

Private Capital Group’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Private Capital Group’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
Q4 		– Sell
-2,655
Closed -$42K – 2036
2019
Q3 		$42K Buy
+2,655
New +$41.5K 0.01% 847
2019
Q2 		– Sell
-2,655
Closed -$41K – 2269
2019
Q1 		$41K Buy
+2,655
New +$39.5K 0.01% 877

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Private Capital Group's ETB Position: Q4 2019 in Review

Private Capital Group sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2019, closing a stake of 2,655 shares — an estimated $42K sold.

Private Capital Group first reported a position in ETB in Q1 2019 and held it in 2 quarters. The position peaked at $42K in Q3 2019. 50 funds tracked by Wall St. Rank hold ETB as of Q4 2019.

  • Private Capital Group reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2019 after selling out during the quarter.
  • Private Capital Group sold 2,655 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2019, an estimated $42K.
  • Private Capital Group first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2019 and held it in 2 quarters.
  • Private Capital Group's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $42K in Q3 2019.
  • 50 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.