BRWM
ETW

B. Riley Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

B. Riley Wealth 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
2015
Q3 		– Sell
-1,600
Closed -$18K – 322
2015
Q2 		$18K Hold
1,600
– – 0.01% 624
2015
Q1 		$18K Hold
1,600
– – 0.01% 631
2014
Q4 		$17K Hold
1,600
– – 0.01% 625
2014
Q3 		$19K Buy
1,600
+400
+33% +$5.06K 0.01% 614
2014
Q2 		$15K Buy
1,200
+1,000
+500% +$12.5K 0.01% 728
2014
Q1 		$2K Buy
+200
New +$2.39K ﹤0.01% 1001

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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWA
Constellation Wealth Advisors New York $903M AUM 2.38% 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

B. Riley Wealth Management's ETW Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2015, closing a stake of 1,600 shares — an estimated $18K sold.

B. Riley Wealth Management first reported a position in ETW in Q1 2014 and held it in 6 quarters. The position peaked at $19K in Q3 2014. 95 funds tracked by Wall St. Rank hold ETW as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,600 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2015, an estimated $18K.
  • B. Riley Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $19K in Q3 2014.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.