AFC
ETW

AFT Forsyth & Company’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$14K Hold
1,250
– – 0.02% 257
2013
Q2 		$14K Buy
+1,250
New +$14.2K 0.02% 233

Other funds holding ETW

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CWA
Constellation Wealth Advisors New York $903M AUM 2.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AFT Forsyth & Company's ETW Position: Q3 2013 in Review

AFT Forsyth & Company held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q3 2013 at 1,250 shares worth $14K. The position accounts for 0.02% of the portfolio, ranked #257.

AFT Forsyth & Company first reported a position in ETW in Q2 2013 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold ETW as of Q3 2013.

  • AFT Forsyth & Company held 1,250 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $14K as of Q3 2013.
  • AFT Forsyth & Company left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q3 2013.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.02% of AFT Forsyth & Company's portfolio in Q3 2013, its #257 holding.
  • AFT Forsyth & Company first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.