CWM
ETW

Concert Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-10,841
Closed -$108K – 235
2017
Q1 		$108K Hold
10,841
– – 0.02% 469
2016
Q4 		$108K Sell
10,841
-800
-7% -$8.42K 0.02% 469
2016
Q3 		$129K Sell
11,641
-1,000
-8% -$10.8K 0.02% 719
2016
Q2 		$129K Hold
12,641
– – 0.02% 636
2016
Q1 		$134K Hold
12,641
– – 0.02% 632
2015
Q4 		$141K Sell
12,641
-500
-4% -$5.74K 0.02% 634
2015
Q3 		$141K Buy
13,141
+1,261
+11% +$14.6K 0.02% 652
2015
Q2 		$141K Hold
11,880
– – 0.02% 659
2015
Q1 		$0 Sell
11,880
-16,775
-59% -$195K ﹤0.01% 527
2014
Q4 		$318K Buy
28,655
+15,275
+114% +$181K 0.05% 441
2014
Q3 		$161K Sell
13,380
-2,400
-15% -$30.4K 0.02% 516
2014
Q2 		$193K Hold
15,780
– – 0.02% 526
2014
Q1 		$190K Sell
15,780
-500
-3% -$5.99K 0.02% 521
2013
Q4 		$196K Buy
+16,280
New +$193K 0.03% 498

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concert Wealth Management's ETW Position: Q2 2017 in Review

Concert Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2017, closing a stake of 10,841 shares — an estimated $108K sold.

Concert Wealth Management first reported a position in ETW in Q4 2013 and held it in 14 quarters. The position peaked at $318K in Q4 2014. 94 funds tracked by Wall St. Rank hold ETW as of Q2 2017.

  • Concert Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 10,841 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2017, an estimated $108K.
  • Concert Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2013 and held it in 14 quarters.
  • Concert Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $318K in Q4 2014.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.