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

Index Management Solutions’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
2015 Q1	–	Sell	-304,469	Closed	-$3.35M	–	800
2014 Q4	$3.35M	Buy	304,469 +53,949	+22%	+$639K	0.46%	55
2014 Q3	$3.04M	Buy	250,520 +39,462	+19%	+$500K	0.35%	49
2014 Q2	$2.69M	Buy	211,058 +103,166	+96%	+$1.29M	0.33%	46
2014 Q1	$1.3M	Buy	107,892 +27,882	+35%	+$334K	0.21%	102
2013 Q4	$968K	Buy	80,010 +57,795	+260%	+$684K	0.24%	67
2013 Q3	$252K	Buy	+22,215	New	+$253K	0.08%	91

Other funds holding ETW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Index Management Solutions's ETW Position: Q1 2015 in Review

Index Management Solutions sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2015, closing a stake of 304,469 shares — an estimated $3.35M sold.

Index Management Solutions first reported a position in ETW in Q3 2013 and held it in 6 quarters. The position peaked at $3.35M in Q4 2014. 88 funds tracked by Wall St. Rank hold ETW as of Q1 2015.

Index Management Solutions reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 304,469 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2015, an estimated $3.35M.
Index Management Solutions first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2013 and held it in 6 quarters.
Index Management Solutions's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $3.35M in Q4 2014.
88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.