GBBWRPM
ETW

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q1 		– Sell
-1,001
Closed -$11K – 452
2016
Q4 		$11K Buy
1,001
+28
+3% +$295 ﹤0.01% 310
2016
Q3 		$10K Buy
973
+25
+3% +$270 ﹤0.01% 295
2016
Q2 		$9K Buy
+948
New +$9.94K ﹤0.01% 279

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's ETW Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2017, closing a stake of 1,001 shares — an estimated $11K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ETW in Q2 2016 and held it in 3 quarters. The position peaked at $11K in Q4 2016. 96 funds tracked by Wall St. Rank hold ETW as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,001 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2017, an estimated $11K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $11K in Q4 2016.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.