GP
ETW

Girard Partners’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Girard Partners’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
Q4 		– Sell
-490
Closed -$5K – 404
2018
Q3 		$5K Buy
+490
New +$5.88K ﹤0.01% 833
2016
Q2 		– Sell
-12,690
Closed -$134K – 194
2016
Q1 		$134K Buy
+12,690
New +$129K 0.06% 180

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Girard Partners's ETW Position: Q4 2018 in Review

Girard Partners sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2018, closing a stake of 490 shares — an estimated $5K sold.

Girard Partners first reported a position in ETW in Q1 2016 and held it in 2 quarters. The position peaked at $134K in Q1 2016. 110 funds tracked by Wall St. Rank hold ETW as of Q4 2018.

  • Girard Partners reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 490 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2018, an estimated $5K.
  • Girard Partners first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2016 and held it in 2 quarters.
  • Girard Partners's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $134K in Q1 2016.
  • 110 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.