AIA
ETW

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

Allegis Investment Advisors’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
2016
Q1 		– Sell
-1,594
Closed -$18K – 400
2015
Q4 		$18K Buy
+1,594
New +$18.3K 0.01% 532

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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allegis Investment Advisors's ETW Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2016, closing a stake of 1,594 shares — an estimated $18K sold.

Allegis Investment Advisors first reported a position in ETW in Q4 2015 and held it in 1 quarter. The position peaked at $18K in Q4 2015. 103 funds tracked by Wall St. Rank hold ETW as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 1,594 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2016, an estimated $18K.
  • Allegis Investment Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $18K in Q4 2015.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.