DPA
ETW

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

Delphi Private 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
Q1 		– Sell
-2,800
Closed -$33K – 94
2017
Q4 		$33K Buy
+2,800
New +$33.2K 0.08% 95

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
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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 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
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Delphi Private Advisors's ETW Position: Q1 2018 in Review

Delphi Private Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2018, closing a stake of 2,800 shares — an estimated $33K sold.

Delphi Private Advisors first reported a position in ETW in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 92 funds tracked by Wall St. Rank hold ETW as of Q1 2018.

  • Delphi Private Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Delphi Private Advisors sold 2,800 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2018, an estimated $33K.
  • Delphi Private Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2017 and held it in 1 quarter.
  • Delphi Private Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $33K 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 Delphi Private Advisors's 13F filing for Q1 2018, filed 2 May 2018.