BPBT
ETW

Boston Private Bank & Trust’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Boston Private Bank & Trust’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
Q1 		$12K Hold
1,020
– – ﹤0.01% 796
2014
Q4 		$11K Hold
1,020
– – ﹤0.01% 842
2014
Q3 		$12K Hold
1,020
– – ﹤0.01% 842
2014
Q2 		$13K Hold
1,020
– – ﹤0.01% 788
2014
Q1 		$12K Hold
1,020
– – ﹤0.01% 823
2013
Q4 		$12K Hold
1,020
– – ﹤0.01% 819
2013
Q3 		$12K Hold
1,020
– – ﹤0.01% 784
2013
Q2 		$11K Buy
+1,020
New +$11.5K ﹤0.01% 758

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Private Bank & Trust's ETW Position: Q1 2015 in Review

Boston Private Bank & Trust held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q1 2015 at 1,020 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Boston Private Bank & Trust first reported a position in ETW in Q2 2013 and has held it in 8 quarters since. The position peaked at $13K in Q2 2014. 88 funds tracked by Wall St. Rank hold ETW as of Q1 2015.

  • Boston Private Bank & Trust held 1,020 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $12K as of Q1 2015.
  • Boston Private Bank & Trust left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q1 2015.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #796 holding.
  • Boston Private Bank & Trust first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and has held it in 8 quarters since.
  • Boston Private Bank & Trust's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $13K in Q2 2014.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.