I2I
ETW

Insight 2811 Inc’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Insight 2811 Inc’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
Q4 		– Sell
-248,063
Closed -$3.01M – 134
2014
Q3 		$3.01M Sell
248,063
-9,700
-4% -$123K 1.29% 11
2014
Q2 		$3.29M Sell
257,763
-10,695
-4% -$133K 1.38% 12
2014
Q1 		$3.3M Buy
268,458
+8,090
+3% +$96.8K 1.4% 12
2013
Q4 		$3.15M Buy
+260,368
New +$3.08M 1.56% 9

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insight 2811 Inc's ETW Position: Q4 2014 in Review

Insight 2811 Inc sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2014, closing a stake of 248,063 shares — an estimated $3.01M sold.

Insight 2811 Inc first reported a position in ETW in Q4 2013 and held it in 4 quarters. The position peaked at $3.3M in Q1 2014. 103 funds tracked by Wall St. Rank hold ETW as of Q4 2014.

  • Insight 2811 Inc reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2014 after selling out during the quarter.
  • Insight 2811 Inc sold 248,063 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2014, an estimated $3.01M.
  • Insight 2811 Inc first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2013 and held it in 4 quarters.
  • Insight 2811 Inc's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $3.3M in Q1 2014.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2014.

Based on Insight 2811 Inc's 13F filing for Q4 2014, filed 12 Feb 2015.