SWM
ETB

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

Segment Wealth Management’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
Q3 		– Sell
-63,006
Closed -$121K – 207
2017
Q2 		$121K Buy
+63,006
New +$1.03M 0.03% 208

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Segment Wealth Management's ETB Position: Q3 2017 in Review

Segment Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q3 2017, closing a stake of 63,006 shares — an estimated $121K sold.

Segment Wealth Management first reported a position in ETB in Q2 2017 and held it in 1 quarter. The position peaked at $121K in Q2 2017. 38 funds tracked by Wall St. Rank hold ETB as of Q3 2017.

  • Segment Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q3 2017 after selling out during the quarter.
  • Segment Wealth Management sold 63,006 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2017, an estimated $121K.
  • Segment Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2017 and held it in 1 quarter.
  • Segment Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $121K in Q2 2017.
  • 38 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2017.

Based on Segment Wealth Management's 13F filing for Q3 2017, filed 26 Oct 2017.