Chicago Partners Investment Group’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Chicago Partners Investment Group’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 Q4	–	Sell	-1,000	Closed	-$11K	–	508
2018 Q3	$11K	Hold	1,000	–	–	﹤0.01%	792
2018 Q2	$12K	Hold	1,000	–	–	﹤0.01%	766
2018 Q1	$12K	Hold	1,000	–	–	﹤0.01%	741
2017 Q4	$12K	Hold	1,000	–	–	﹤0.01%	713
2017 Q3	$12K	Hold	1,000	–	–	﹤0.01%	740
2017 Q2	$11K	Buy	+1,000	New	+$11.3K	﹤0.01%	572
2017 Q1	–	Sell	-1,000	Closed	-$10K	–	561
2016 Q4	$10K	Hold	1,000	–	–	﹤0.01%	431
2016 Q3	$11K	Hold	1,000	–	–	﹤0.01%	410
2016 Q2	$10K	Hold	1,000	–	–	﹤0.01%	355
2016 Q1	$11K	Hold	1,000	–	–	0.01%	335
2015 Q4	$11K	Hold	1,000	–	–	0.01%	386
2015 Q3	$11K	Hold	1,000	–	–	0.01%	326
2015 Q2	$12K	Sell	1,000 -77	-7%	-$920	0.01%	328
2015 Q1	$12K	Buy	1,077 +77	+8%	+$896	0.01%	329
2014 Q4	$11K	Buy	+1,000	New	+$11.8K	﹤0.01%	352

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Chicago Partners Investment Group's ETW Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2018, closing a stake of 1,000 shares — an estimated $11K sold.

Chicago Partners Investment Group first reported a position in ETW in Q4 2014 and held it in 15 quarters. The position peaked at $12K in Q2 2018. 110 funds tracked by Wall St. Rank hold ETW as of Q4 2018.

Chicago Partners Investment Group reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 1,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2018, an estimated $11K.
Chicago Partners Investment Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2014 and held it in 15 quarters.
Chicago Partners Investment Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $12K in Q2 2018.
110 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.