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EATON VANCE TAX MNGD BUY WRI
EATON VANCE TAX MNGD BUY WRI. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 15 Institutional holders with a total value of $25,344,060.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 810,707 11,447,000 45.17%
2 BANK OF AMERICA CORP /DE/ 194,104 2,741,000 10.82%
3 GUGGENHEIM CAPITAL LLC 154,020 2,177,000 8.59%
4 WELLS FARGO & COMPANY/MN 144,818 2,045,000 8.07%
5 UBS AG 111,655 1,576,000 6.22%
6 CORNERSTONE ADVISORS INC 91,042 1,286,000 5.07%
7 Invesco Ltd. 88,302 1,247,000 4.92%
8 RAYMOND JAMES & ASSOCIATES 72,494 1,024,000 4.04%
9 Cambridge Investment Research Advisors, Inc. 38,007 537,000 2.12%
10 AQR CAPITAL MANAGEMENT LLC 36,301 513,000 2.02%
11 CITIGROUP INC 35,184 497,000 1.96%
12 WEDBUSH SECURITIES INC 13,841 195,000 0.77%
13 ROYAL BANK OF CANADA 3,100 44,000 0.17%
14 Ground Swell Capital, LLC 545 8,000 0.03%
15 AMERICAN INTERNATIONAL GROUP, INC. 500 7,060 0.03%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.