Country Trust Bank’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Country Trust Bank’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 Q1	–	Sell	-650	Closed	-$8K	–	298
2017 Q4	$8K	Buy	+650	New	+$7.7K	﹤0.01%	203
2015 Q3	–	Sell	-500	Closed	-$6K	–	238
2015 Q2	$6K	Buy	+500	New	+$5.97K	﹤0.01%	212

Other funds holding ETW

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

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

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

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

UIC

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

Country Trust Bank's ETW Position: Q1 2018 in Review

Country Trust Bank sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2018, closing a stake of 650 shares — an estimated $8K sold.

Country Trust Bank first reported a position in ETW in Q2 2015 and held it in 2 quarters. The position peaked at $8K in Q4 2017. 92 funds tracked by Wall St. Rank hold ETW as of Q1 2018.

Country Trust Bank reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
Country Trust Bank sold 650 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2018, an estimated $8K.
Country Trust Bank first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2015 and held it in 2 quarters.
Country Trust Bank's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $8K in Q4 2017.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2018.

Based on Country Trust Bank's 13F filing for Q1 2018, filed 8 May 2018.