Ledyard National Bank’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Ledyard National Bank’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	-1,480	Closed	-$16K	–	608
2016 Q3	$16K	Hold	1,480	–	–	﹤0.01%	433
2016 Q2	$15K	Hold	1,480	–	–	﹤0.01%	424
2016 Q1	$16K	Hold	1,480	–	–	﹤0.01%	472
2015 Q4	$17K	Hold	1,480	–	–	﹤0.01%	454
2015 Q3	$16K	Hold	1,480	–	–	﹤0.01%	441
2015 Q2	$17K	Buy	+1,480	New	+$17.7K	﹤0.01%	439

Other funds holding ETW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 $281M AUM 16.29% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ledyard National Bank's ETW Position: Q4 2016 in Review

Ledyard National Bank sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2016, closing a stake of 1,480 shares — an estimated $16K sold.

Ledyard National Bank first reported a position in ETW in Q2 2015 and held it in 6 quarters. The position peaked at $17K in Q4 2015. 104 funds tracked by Wall St. Rank hold ETW as of Q4 2016.

Ledyard National Bank reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2016 after selling out during the quarter.
Ledyard National Bank sold 1,480 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2016, an estimated $16K.
Ledyard National Bank first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2015 and held it in 6 quarters.
Ledyard National Bank's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $17K in Q4 2015.
104 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2016.

Based on Ledyard National Bank's 13F filing for Q4 2016, filed 2 Feb 2017.