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

Baystate 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
2018 Q1	–	Sell	-3,000	Closed	-$37K	–	687
2017 Q4	$37K	Hold	3,000	–	–	0.01%	229
2017 Q3	$35K	Hold	3,000	–	–	0.01%	215
2017 Q2	$35K	Hold	3,000	–	–	0.01%	210
2017 Q1	$33K	Buy	+3,000	New	+$32.1K	0.01%	211

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

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

RJA

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

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

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Baystate Wealth Management's ETW Position: Q1 2018 in Review

Baystate Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2018, closing a stake of 3,000 shares — an estimated $37K sold.

Baystate Wealth Management first reported a position in ETW in Q1 2017 and held it in 4 quarters. The position peaked at $37K in Q4 2017. 92 funds tracked by Wall St. Rank hold ETW as of Q1 2018.

Baystate Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
Baystate Wealth Management sold 3,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2018, an estimated $37K.
Baystate Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2017 and held it in 4 quarters.
Baystate Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $37K in Q4 2017.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.