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

TCI Wealth Advisors’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
2016 Q3	–	Sell	-3,900	Closed	-$64K	–	1370
2016 Q2	$64K	Buy	+3,900	New	+$63.1K	0.04%	264
2014 Q4	–	Sell	-3,000	Closed	-$47K	–	900
2014 Q3	$47K	Hold	3,000	–	–	0.03%	241
2014 Q2	$48K	Buy	+3,000	New	+$47.6K	0.03%	251

Other funds holding ETB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFO4Life Coppell, Texas $471M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCI Wealth Advisors's ETB Position: Q3 2016 in Review

TCI Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q3 2016, closing a stake of 3,900 shares — an estimated $64K sold.

TCI Wealth Advisors first reported a position in ETB in Q2 2014 and held it in 3 quarters. The position peaked at $64K in Q2 2016. 40 funds tracked by Wall St. Rank hold ETB as of Q3 2016.

TCI Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q3 2016 after selling out during the quarter.
TCI Wealth Advisors sold 3,900 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2016, an estimated $64K.
TCI Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2014 and held it in 3 quarters.
TCI Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $64K in Q2 2016.
40 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2016.

Based on TCI Wealth Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.