LWAC
ETW

Laurel Wealth Advisors (California)’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-49,450
Closed -$589K – 364
2017
Q4 		$589K Buy
49,450
+8,000
+19% +$94.7K 0.17% 149
2017
Q3 		$490K Hold
41,450
– – 0.16% 148
2017
Q2 		$471K Hold
41,450
– – 0.17% 157
2017
Q1 		$452K Sell
41,450
-600
-1% -$6.42K 0.17% 148
2016
Q4 		$423K Buy
42,050
+16,200
+63% +$170K 0.19% 138
2016
Q3 		$285K Buy
+25,850
New +$279K 0.13% 183

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 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
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

Laurel Wealth Advisors (California)'s ETW Position: Q1 2018 in Review

Laurel Wealth Advisors (California) sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2018, closing a stake of 49,450 shares — an estimated $589K sold.

Laurel Wealth Advisors (California) first reported a position in ETW in Q3 2016 and held it in 6 quarters. The position peaked at $589K in Q4 2017. 92 funds tracked by Wall St. Rank hold ETW as of Q1 2018.

  • Laurel Wealth Advisors (California) reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 49,450 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2018, an estimated $589K.
  • Laurel Wealth Advisors (California) first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2016 and held it in 6 quarters.
  • Laurel Wealth Advisors (California)'s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $589K in Q4 2017.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2018, filed 16 May 2018.