SEI Investments
ETB

SEI Investments’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

SEI Investments’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
2018
Q1 		– Sell
-130
Closed -$2K – 3516
2017
Q4 		$2K Buy
+130
New +$2.17K ﹤0.01% 3108

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return

SEI Investments's ETB Position: Q1 2018 in Review

SEI Investments sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2018, closing a stake of 130 shares — an estimated $2K sold.

SEI Investments first reported a position in ETB in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 43 funds tracked by Wall St. Rank hold ETB as of Q1 2018.

  • SEI Investments reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2018 after selling out during the quarter.
  • SEI Investments sold 130 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2018, an estimated $2K.
  • SEI Investments first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2017 and held it in 1 quarter.
  • SEI Investments's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $2K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2018.

Based on SEI Investments's 13F filing for Q1 2018, filed 11 May 2018.