WP
ETB

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

WealthPLAN Partners’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 		$9.88K Hold
600
– – ﹤0.01% 606
2016
Q2 		$9.77K Buy
+600
New +$9.71K ﹤0.01% 1752
2015
Q4 		$10K Buy
+600
New +$9.68K ﹤0.01% 1146

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
C
CFO4Life Coppell, Texas $471M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's ETB Position: Q3 2016 in Review

WealthPLAN Partners held its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) position steady in Q3 2016 at 600 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

WealthPLAN Partners first reported a position in ETB in Q4 2015 and has held it in 3 quarters since. The position peaked at $10K in Q4 2015. 41 funds tracked by Wall St. Rank hold ETB as of Q3 2016.

  • WealthPLAN Partners held 600 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $9.88K as of Q3 2016.
  • WealthPLAN Partners left its Eaton Vance Tax-Managed Buy-Write Income Fund share count unchanged in Q3 2016.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #606 holding.
  • WealthPLAN Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $10K in Q4 2015.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.