GSC
ETW

Ground Swell Capital’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-100
Closed -$1K – 2492
2014
Q2 		$1K Buy
+100
New +$1.25K ﹤0.01% 1708

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CWA
Constellation Wealth Advisors New York $903M AUM 2.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ground Swell Capital's ETW Position: Q3 2014 in Review

Ground Swell Capital sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2014, closing a stake of 100 shares — an estimated $1K sold.

Ground Swell Capital first reported a position in ETW in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 89 funds tracked by Wall St. Rank hold ETW as of Q3 2014.

  • Ground Swell Capital reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 100 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2014, an estimated $1K.
  • Ground Swell Capital first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $1K in Q2 2014.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.