IIC
ETW

Integrated Investment Consultants’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-9,481
Closed -$110K – 339
2018
Q1 		$110K Buy
+9,481
New +$113K 0.04% 309

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UBS Group
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GC
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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Integrated Investment Consultants's ETW Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2018, closing a stake of 9,481 shares — an estimated $110K sold.

Integrated Investment Consultants first reported a position in ETW in Q1 2018 and held it in 1 quarter. The position peaked at $110K in Q1 2018. 94 funds tracked by Wall St. Rank hold ETW as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 9,481 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2018, an estimated $110K.
  • Integrated Investment Consultants first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $110K in Q1 2018.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.