THWM
ETB

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

Taylor Hoffman 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
2018
Q2 		– Sell
-500
Closed -$8K – 410
2018
Q1 		$8K Hold
500
– – 0.01% 286
2017
Q4 		$8K Buy
+500
New +$8.34K 0.01% 299

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Taylor Hoffman Wealth Management's ETB Position: Q2 2018 in Review

Taylor Hoffman Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2018, closing a stake of 500 shares — an estimated $8K sold.

Taylor Hoffman Wealth Management first reported a position in ETB in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 47 funds tracked by Wall St. Rank hold ETB as of Q2 2018.

  • Taylor Hoffman Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 500 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2018, an estimated $8K.
  • Taylor Hoffman Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2017 and held it in 2 quarters.
  • Taylor Hoffman Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $8K in Q1 2018.
  • 47 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.