FWM
ETW

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

Frontier 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
2019
Q2 		– Sell
-10,600
Closed -$104K – 327
2019
Q1 		$104K Sell
10,600
-1,600
-13% -$15.6K 0.01% 349
2018
Q4 		$116K Sell
12,200
-6,000
-33% -$64.1K 0.02% 339
2018
Q3 		$219K Sell
18,200
-14,200
-44% -$170K 0.02% 353
2018
Q2 		$382K Hold
32,400
– – 0.05% 251
2018
Q1 		$374K Sell
32,400
-1,025
-3% -$12.3K 0.05% 265
2017
Q4 		$398K Buy
33,425
+225
+0.7% +$2.67K 0.06% 232
2017
Q3 		$393K Buy
33,200
+200
+0.6% +$2.34K 0.06% 262
2017
Q2 		$376K Buy
33,000
+1,300
+4% +$14.7K 0.06% 262
2017
Q1 		$346K Buy
31,700
+7,000
+28% +$74.9K 0.05% 280
2016
Q4 		$249K Sell
24,700
-700
-3% -$7.37K 0.04% 312
2016
Q3 		$280K Sell
25,400
-1,500
-6% -$16.2K 0.04% 287
2016
Q2 		$279K Buy
26,900
+8,300
+45% +$87K 0.04% 283
2016
Q1 		$196K Buy
+18,600
New +$190K 0.02% 323

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Frontier Wealth Management's ETW Position: Q2 2019 in Review

Frontier Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2019, closing a stake of 10,600 shares — an estimated $104K sold.

Frontier Wealth Management first reported a position in ETW in Q1 2016 and held it in 13 quarters. The position peaked at $398K in Q4 2017. 108 funds tracked by Wall St. Rank hold ETW as of Q2 2019.

  • Frontier Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Frontier Wealth Management sold 10,600 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2019, an estimated $104K.
  • Frontier Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2016 and held it in 13 quarters.
  • Frontier Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $398K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2019.

Based on Frontier Wealth Management's 13F filing for Q2 2019, filed 16 Aug 2019.