SAM
ETB

S.A. Mason’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

S.A. Mason’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
2020
Q1 		– Sell
-200
Closed -$3K – 413
2019
Q4 		$3K Buy
+200
New +$3.26K ﹤0.01% 401

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

S.A. Mason's ETB Position: Q1 2020 in Review

S.A. Mason sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2020, closing a stake of 200 shares — an estimated $3K sold.

S.A. Mason first reported a position in ETB in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 46 funds tracked by Wall St. Rank hold ETB as of Q1 2020.

  • S.A. Mason reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2020 after selling out during the quarter.
  • S.A. Mason sold 200 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2020, an estimated $3K.
  • S.A. Mason first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2019 and held it in 1 quarter.
  • S.A. Mason's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $3K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.