AIS
ETW

Accurate Investment Solutions’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Accurate Investment Solutions’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-258
Closed -$3K – 494
2017
Q4 		$3K Hold
258
– – ﹤0.01% 367
2017
Q3 		$3K Hold
258
– – ﹤0.01% 366
2017
Q2 		$3K Hold
258
– – ﹤0.01% 287
2017
Q1 		$3K Hold
258
– – ﹤0.01% 248
2016
Q4 		$3K Hold
258
– – ﹤0.01% 246
2016
Q3 		$3K Hold
258
– – ﹤0.01% 235
2016
Q2 		$3K Hold
258
– – ﹤0.01% 232
2016
Q1 		$3K Hold
258
– – ﹤0.01% 319
2015
Q4 		$3K Buy
+258
New +$2.96K ﹤0.01% 251

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

Accurate Investment Solutions's ETW Position: Q1 2018 in Review

Accurate Investment Solutions sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2018, closing a stake of 258 shares — an estimated $3K sold.

Accurate Investment Solutions first reported a position in ETW in Q4 2015 and held it in 9 quarters. The position peaked at $3K in Q4 2017. 92 funds tracked by Wall St. Rank hold ETW as of Q1 2018.

  • Accurate Investment Solutions reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 258 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2018, an estimated $3K.
  • Accurate Investment Solutions first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2015 and held it in 9 quarters.
  • Accurate Investment Solutions's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $3K in Q4 2017.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2018.

Based on Accurate Investment Solutions's 13F filing for Q1 2018, filed 10 Apr 2018.