VIA
ETB

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

Vantage Investment 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
Q4 		– Sell
-3,900
Closed -$59K – 817
2016
Q3 		$59K Buy
+3,900
New +$63.3K 0.03% 228
2015
Q1 		– Sell
-200
Closed -$3K – 842
2014
Q4 		$3K Buy
+200
New +$3.17K ﹤0.01% 657

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
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
C
CFO4Life Coppell, Texas $471M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vantage Investment Advisors's ETB Position: Q4 2016 in Review

Vantage Investment Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2016, closing a stake of 3,900 shares — an estimated $59K sold.

Vantage Investment Advisors first reported a position in ETB in Q4 2014 and held it in 2 quarters. The position peaked at $59K in Q3 2016. 38 funds tracked by Wall St. Rank hold ETB as of Q4 2016.

  • Vantage Investment Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2016 after selling out during the quarter.
  • Vantage Investment Advisors sold 3,900 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2016, an estimated $59K.
  • Vantage Investment Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2014 and held it in 2 quarters.
  • Vantage Investment Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $59K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2016.

Based on Vantage Investment Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.