FCI
ETW

Financial Counselors Inc’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Financial Counselors Inc’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
2015
Q2 		– Sell
-10,000
Closed -$119K – 458
2015
Q1 		$119K Hold
10,000
– – 0.01% 441
2014
Q4 		$110K Hold
10,000
– – 0.01% 430
2014
Q3 		$122K Hold
10,000
– – 0.01% 416
2014
Q2 		$128K Buy
+10,000
New +$125K 0.01% 413

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CWA
Constellation Wealth Advisors New York $903M AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Financial Counselors Inc's ETW Position: Q2 2015 in Review

Financial Counselors Inc sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2015, closing a stake of 10,000 shares — an estimated $119K sold.

Financial Counselors Inc first reported a position in ETW in Q2 2014 and held it in 4 quarters. The position peaked at $128K in Q2 2014. 86 funds tracked by Wall St. Rank hold ETW as of Q2 2015.

  • Financial Counselors Inc reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2015 after selling out during the quarter.
  • Financial Counselors Inc sold 10,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2015, an estimated $119K.
  • Financial Counselors Inc first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2014 and held it in 4 quarters.
  • Financial Counselors Inc's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $128K in Q2 2014.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2015.

Based on Financial Counselors Inc's 13F filing for Q2 2015, filed 11 Aug 2015.