W
ETB

Wealthfront’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Wealthfront’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
Q3 		– Sell
-55
Closed -$1K – 678
2014
Q2 		$1K Buy
+55
New +$873 ﹤0.01% 570

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
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

Wealthfront's ETB Position: Q3 2014 in Review

Wealthfront sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q3 2014, closing a stake of 55 shares — an estimated $1K sold.

Wealthfront first reported a position in ETB in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 39 funds tracked by Wall St. Rank hold ETB as of Q3 2014.

  • Wealthfront reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q3 2014 after selling out during the quarter.
  • Wealthfront sold 55 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2014, an estimated $1K.
  • Wealthfront first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2014 and held it in 1 quarter.
  • Wealthfront's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $1K in Q2 2014.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2014.

Based on Wealthfront's 13F filing for Q3 2014, filed 14 Nov 2014.