VWA
ETB

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

V 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
2017
Q3 		– Sell
-3,000
Closed -$49K – 357
2017
Q2 		$49K Buy
+3,000
New +$49.2K 0.02% 320

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

V Wealth Advisors's ETB Position: Q3 2017 in Review

V Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q3 2017, closing a stake of 3,000 shares — an estimated $49K sold.

V Wealth Advisors first reported a position in ETB in Q2 2017 and held it in 1 quarter. The position peaked at $49K in Q2 2017. 38 funds tracked by Wall St. Rank hold ETB as of Q3 2017.

  • V Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 3,000 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2017, an estimated $49K.
  • V Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $49K in Q2 2017.
  • 38 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.