Advocacy Wealth Management Services’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Advocacy Wealth Management Services’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
2017 Q4	–	Sell	-300	Closed	-$4K	–	228
2017 Q3	$4K	Hold	300	–	–	﹤0.01%	245
2017 Q2	$3K	Hold	300	–	–	﹤0.01%	250
2017 Q1	$3K	Hold	300	–	–	﹤0.01%	279
2016 Q4	$3K	Sell	300 -250	-45%	-$2.63K	﹤0.01%	271
2016 Q3	$6K	Sell	550 -1,000	-65%	-$10.8K	﹤0.01%	307
2016 Q2	$16K	Sell	1,550 -10,050	-87%	-$105K	0.01%	258
2016 Q1	$122K	Sell	11,600 -13,250	-53%	-$135K	0.08%	117
2015 Q4	$279K	Buy	+24,850	New	+$285K	0.32%	71

Other funds holding ETW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advocacy Wealth Management Services's ETW Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2017, closing a stake of 300 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in ETW in Q4 2015 and held it in 8 quarters. The position peaked at $279K in Q4 2015. 101 funds tracked by Wall St. Rank hold ETW as of Q4 2017.

Advocacy Wealth Management Services reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 300 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2017, an estimated $4K.
Advocacy Wealth Management Services first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2015 and held it in 8 quarters.
Advocacy Wealth Management Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $279K in Q4 2015.
101 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.