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

Gupta 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
2016 Q1	–	Sell	-810	Closed	-$9K	–	1182
2015 Q4	$9K	Hold	810	–	–	﹤0.01%	907
2015 Q3	$9K	Hold	810	–	–	﹤0.01%	924
2015 Q2	$10K	Hold	810	–	–	﹤0.01%	892
2015 Q1	$10K	Buy	+810	New	+$9.43K	﹤0.01%	755

Other funds holding ETW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

TPW

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's ETW Position: Q1 2016 in Review

Gupta Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2016, closing a stake of 810 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in ETW in Q1 2015 and held it in 4 quarters. The position peaked at $10K in Q2 2015. 103 funds tracked by Wall St. Rank hold ETW as of Q1 2016.

Gupta Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 810 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2016, an estimated $9K.
Gupta Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $10K in Q2 2015.
103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.