AIM
ETW

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

Allen Investment Management’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
2014
Q2 		– Sell
-10,429
Closed -$126K – 150
2014
Q1 		$126K Buy
+10,429
New +$125K 0.02% 125
2013
Q4 		– Sell
-10,109
Closed -$115K – 86
2013
Q3 		$115K Hold
10,109
– – 0.03% 61
2013
Q2 		$112K Buy
+10,109
New +$114K 0.04% 57

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 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
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
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

Allen Investment Management's ETW Position: Q2 2014 in Review

Allen Investment Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2014, closing a stake of 10,429 shares — an estimated $126K sold.

Allen Investment Management first reported a position in ETW in Q2 2013 and held it in 3 quarters. The position peaked at $126K in Q1 2014. 87 funds tracked by Wall St. Rank hold ETW as of Q2 2014.

  • Allen Investment Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2014 after selling out during the quarter.
  • Allen Investment Management sold 10,429 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2014, an estimated $126K.
  • Allen Investment Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and held it in 3 quarters.
  • Allen Investment Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $126K in Q1 2014.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2014.

Based on Allen Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.