SMFS
ETB

Squar Milner Financial Services’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Squar Milner Financial 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
2018
Q3 		– Sell
-2,000
Closed -$32K – 782
2018
Q2 		$32K Buy
+2,000
New +$31.9K 0.03% 411

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RJFSA
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Royal Bank of Canada
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
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CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Squar Milner Financial Services's ETB Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q3 2018, closing a stake of 2,000 shares — an estimated $32K sold.

Squar Milner Financial Services first reported a position in ETB in Q2 2018 and held it in 1 quarter. The position peaked at $32K in Q2 2018. 52 funds tracked by Wall St. Rank hold ETB as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,000 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2018, an estimated $32K.
  • Squar Milner Financial Services first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $32K in Q2 2018.
  • 52 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.