JFA
ETW

JNBA Financial Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

JNBA Financial Advisors’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
-896
Closed -$10K – 752
2016
Q3 		$10K Buy
+896
New +$9.68K ﹤0.01% 1012

Other funds holding ETW

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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

JNBA Financial Advisors's ETW Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2016, closing a stake of 896 shares — an estimated $10K sold.

JNBA Financial Advisors first reported a position in ETW in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 104 funds tracked by Wall St. Rank hold ETW as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 896 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2016, an estimated $10K.
  • JNBA Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $10K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.