JMPWA
ETW

JP Morgan Private Wealth Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

JP Morgan Private Wealth 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
2018
Q4 		– Sell
-816,301
Closed -$9.63M – 1494
2018
Q3 		$9.63M Hold
816,301
– – 0.05% 306
2018
Q2 		$9.63M Sell
816,301
-193,898
-19% -$2.27M 0.05% 284
2018
Q1 		$11.7M Sell
1,010,199
-21,462
-2% -$257K 0.08% 213
2017
Q4 		$12.3M Sell
1,031,661
-52,549
-5% -$622K 0.08% 215
2017
Q3 		$12.8M Sell
1,084,210
-91,451
-8% -$1.07M 0.09% 190
2017
Q2 		$13.4M Sell
1,175,661
-66,776
-5% -$757K 0.1% 180
2017
Q1 		$13.6M Buy
1,242,437
+29,967
+2% +$320K 0.11% 179
2016
Q4 		$12.2M Sell
1,212,470
-21,940
-2% -$231K 0.11% 181
2016
Q3 		$13.6M Sell
1,234,410
-9,079
-0.7% -$98K 0.13% 167
2016
Q2 		$12.9M Buy
1,243,489
+1,101,873
+778% +$11.6M 0.13% 158
2016
Q1 		$1.49M Buy
141,616
+105,922
+297% +$1.08M 0.01% 468
2015
Q4 		$401K Buy
35,694
+13,478
+61% +$155K ﹤0.01% 765
2015
Q3 		$237K Buy
+22,216
New +$258K ﹤0.01% 873

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ETW Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2018, closing a stake of 816,301 shares — an estimated $9.63M sold.

JP Morgan Private Wealth Advisors first reported a position in ETW in Q3 2015 and held it in 13 quarters. The position peaked at $13.6M in Q3 2016. 110 funds tracked by Wall St. Rank hold ETW as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 816,301 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2018, an estimated $9.63M.
  • JP Morgan Private Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2015 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $13.6M in Q3 2016.
  • 110 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.