TFA
ETB

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

Transamerica Financial 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
2014
Q2 		– Sell
-1,000
Closed -$16K – 700
2014
Q1 		$16K Hold
1,000
– – ﹤0.01% 424
2013
Q4 		$15K Buy
+1,000
New +$14.7K ﹤0.01% 433

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HC
HHG & Company Darien, Connecticut $360M AUM 2.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transamerica Financial Advisors's ETB Position: Q2 2014 in Review

Transamerica Financial Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2014, closing a stake of 1,000 shares — an estimated $16K sold.

Transamerica Financial Advisors first reported a position in ETB in Q4 2013 and held it in 2 quarters. The position peaked at $16K in Q1 2014. 41 funds tracked by Wall St. Rank hold ETB as of Q2 2014.

  • Transamerica Financial Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,000 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2014, an estimated $16K.
  • Transamerica Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2013 and held it in 2 quarters.
  • Transamerica Financial Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $16K in Q1 2014.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2014.

Based on Transamerica Financial Advisors's 13F filing for Q2 2014, filed 14 Jul 2014.