MPWT
ETW

MassMutual Private Wealth & Trust’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-750
Closed -$8.42K – 853
2015
Q4 		$8.42K Buy
+750
New +$8.61K ﹤0.01% 512

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MassMutual Private Wealth & Trust's ETW Position: Q1 2016 in Review

MassMutual Private Wealth & Trust sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2016, closing a stake of 750 shares — an estimated $8.42K sold.

MassMutual Private Wealth & Trust first reported a position in ETW in Q4 2015 and held it in 1 quarter. The position peaked at $8.42K in Q4 2015. 103 funds tracked by Wall St. Rank hold ETW as of Q1 2016.

  • MassMutual Private Wealth & Trust reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 750 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2016, an estimated $8.42K.
  • MassMutual Private Wealth & Trust first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2015 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $8.42K in Q4 2015.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2016.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2016, filed 10 May 2016.