CI
ETW

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

CAZ 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
2015
Q3 		– Sell
-11,869
Closed -$140K – 63
2015
Q2 		$140K Buy
+11,869
New +$142K 0.07% 112

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

CAZ Investments's ETW Position: Q3 2015 in Review

CAZ Investments sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2015, closing a stake of 11,869 shares — an estimated $140K sold.

CAZ Investments first reported a position in ETW in Q2 2015 and held it in 1 quarter. The position peaked at $140K in Q2 2015. 95 funds tracked by Wall St. Rank hold ETW as of Q3 2015.

  • CAZ Investments reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2015 after selling out during the quarter.
  • CAZ Investments sold 11,869 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2015, an estimated $140K.
  • CAZ Investments first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2015 and held it in 1 quarter.
  • CAZ Investments's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $140K in Q2 2015.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2015.

Based on CAZ Investments's 13F filing for Q3 2015, filed 3 Nov 2015.