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

FineMark National Bank & Trust’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 Q1	–	Sell	-4,500	Closed	-$45K	–	566
2016 Q4	$45K	Hold	4,500	–	–	﹤0.01%	647
2016 Q3	$50K	Hold	4,500	–	–	0.01%	600
2016 Q2	$47K	Hold	4,500	–	–	0.01%	612
2016 Q1	$47K	Hold	4,500	–	–	0.01%	588
2015 Q4	$51K	Buy	+4,500	New	+$51.6K	0.01%	588

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

UIC

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

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FineMark National Bank & Trust's ETW Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2017, closing a stake of 4,500 shares — an estimated $45K sold.

FineMark National Bank & Trust first reported a position in ETW in Q4 2015 and held it in 5 quarters. The position peaked at $51K in Q4 2015. 96 funds tracked by Wall St. Rank hold ETW as of Q1 2017.

FineMark National Bank & Trust reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 4,500 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2017, an estimated $45K.
FineMark National Bank & Trust first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2015 and held it in 5 quarters.
FineMark National Bank & Trust's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $51K in Q4 2015.
96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.