LGL Partners’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

LGL Partners’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	-10,042	Closed	-$120K	–	60
2017 Q4	$120K	Hold	10,042	–	–	0.05%	58
2017 Q3	$119K	Hold	10,042	–	–	0.08%	53
2017 Q2	$114K	Hold	10,042	–	–	0.06%	89
2017 Q1	$110K	Hold	10,042	–	–	0.06%	90
2016 Q4	$101K	Hold	10,042	–	–	0.06%	95
2016 Q3	$110K	Hold	10,042	–	–	0.06%	96
2016 Q2	$104K	Hold	10,042	–	–	0.06%	99
2016 Q1	$106K	Hold	10,042	–	–	0.05%	98
2015 Q4	$113K	Buy	+10,042	New	+$115K	0.06%	94

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

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

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

LGL Partners's ETW Position: Q1 2018 in Review

LGL Partners sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2018, closing a stake of 10,042 shares — an estimated $120K sold.

LGL Partners first reported a position in ETW in Q4 2015 and held it in 9 quarters. The position peaked at $120K in Q4 2017. 92 funds tracked by Wall St. Rank hold ETW as of Q1 2018.

LGL Partners reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2018 after selling out during the quarter.
LGL Partners sold 10,042 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2018, an estimated $120K.
LGL Partners first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2015 and held it in 9 quarters.
LGL Partners's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $120K 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 LGL Partners's 13F filing for Q1 2018, filed 8 May 2018.