CA
ETW

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

Centerpoint Advisors’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
Q3 		– Sell
-718
Closed -$8K – 278
2018
Q2 		$8K Buy
+718
New +$8.42K 0.01% 197

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Centerpoint Advisors's ETW Position: Q3 2018 in Review

Centerpoint Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2018, closing a stake of 718 shares — an estimated $8K sold.

Centerpoint Advisors first reported a position in ETW in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 100 funds tracked by Wall St. Rank hold ETW as of Q3 2018.

  • Centerpoint Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • Centerpoint Advisors sold 718 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2018, an estimated $8K.
  • Centerpoint Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2018 and held it in 1 quarter.
  • Centerpoint Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $8K in Q2 2018.
  • 100 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2018.

Based on Centerpoint Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.