HDIM
ETW

Hanson & Doremus Investment Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Hanson & Doremus Investment 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
Q4 		– Sell
-3,887
Closed -$43K – 462
2016
Q3 		$43K Hold
3,887
– – 0.02% 260
2016
Q2 		$40K Hold
3,887
– – 0.02% 264
2016
Q1 		$41K Hold
3,887
– – 0.02% 271
2015
Q4 		$44K Hold
3,887
– – 0.02% 268
2015
Q3 		$42K Hold
3,887
– – 0.02% 259
2015
Q2 		$46K Hold
3,887
– – 0.02% 260
2015
Q1 		$46K Hold
3,887
– – 0.02% 259
2014
Q4 		$43K Hold
3,887
– – 0.02% 269
2014
Q3 		$47K Hold
3,887
– – 0.02% 260
2014
Q2 		$50K Hold
3,887
– – 0.02% 254
2014
Q1 		$47K Hold
3,887
– – 0.02% 257
2013
Q4 		$47K Hold
3,887
– – 0.02% 249
2013
Q3 		$44K Hold
3,887
– – 0.02% 248
2013
Q2 		$43K Buy
+3,887
New +$44K 0.02% 242

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Hanson & Doremus Investment Management's ETW Position: Q4 2016 in Review

Hanson & Doremus Investment Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2016, closing a stake of 3,887 shares — an estimated $43K sold.

Hanson & Doremus Investment Management first reported a position in ETW in Q2 2013 and held it in 14 quarters. The position peaked at $50K in Q2 2014. 104 funds tracked by Wall St. Rank hold ETW as of Q4 2016.

  • Hanson & Doremus Investment Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 3,887 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2016, an estimated $43K.
  • Hanson & Doremus Investment Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and held it in 14 quarters.
  • Hanson & Doremus Investment Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $50K in Q2 2014.
  • 104 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2016.

Based on Hanson & Doremus Investment Management's 13F filing for Q4 2016, filed 15 Feb 2017.