BCI
ETW

Brinker Capital Investments’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Brinker Capital Investments’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
Q4 		– Sell
-1,239
Closed -$14K – 532
2016
Q3 		$14K Buy
+1,239
New +$13.4K ﹤0.01% 359

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JMPWA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Brinker Capital Investments's ETW Position: Q4 2016 in Review

Brinker Capital Investments sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2016, closing a stake of 1,239 shares — an estimated $14K sold.

Brinker Capital Investments first reported a position in ETW in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 104 funds tracked by Wall St. Rank hold ETW as of Q4 2016.

  • Brinker Capital Investments reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Brinker Capital Investments sold 1,239 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2016, an estimated $14K.
  • Brinker Capital Investments first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2016 and held it in 1 quarter.
  • Brinker Capital Investments's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $14K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2016.

Based on Brinker Capital Investments's 13F filing for Q4 2016, filed 8 Feb 2017.