NPC
ETW

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

National Planning Corporation’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
2017
Q4 		– Sell
-16,466
Closed -$195K – 202
2017
Q3 		$195K Buy
16,466
+97
+0.6% +$1.14K 0.02% 635
2017
Q2 		$188K Buy
16,369
+97
+0.6% +$1.1K 0.01% 688
2017
Q1 		$177K Sell
16,272
-231
-1% -$2.47K 0.01% 654
2016
Q4 		$177K Buy
16,503
+9
+0.1% +$95 0.01% 641
2016
Q3 		$174K Sell
16,494
-98
-0.6% -$1.06K 0.01% 598
2016
Q2 		$176K Sell
16,592
-898
-5% -$9.41K 0.01% 612
2016
Q1 		$181K Sell
17,490
-2,948
-14% -$30.1K 0.02% 588
2015
Q4 		$206K Buy
20,438
+1,344
+7% +$15.4K 0.02% 627
2015
Q3 		$228K Sell
19,094
-1,012
-5% -$11.8K 0.02% 520
2015
Q2 		$243K Sell
20,106
-2,270
-10% -$27.1K 0.02% 524
2015
Q1 		$267K Buy
22,376
+107
+0.5% +$1.25K 0.02% 518
2014
Q4 		$249K Sell
22,269
-2,324
-9% -$27.5K 0.02% 591
2014
Q3 		$295K Buy
24,593
+70
+0.3% +$886 0.02% 560
2014
Q2 		$313K Buy
24,523
+273
+1% +$3.4K 0.02% 551
2014
Q1 		$294K Sell
24,250
-600
-2% -$7.18K 0.03% 549
2013
Q4 		$300K Buy
24,850
+1,050
+4% +$12.4K 0.03% 516
2013
Q3 		$274K Sell
23,800
-6,000
-20% -$68.4K 0.03% 513
2013
Q2 		$330K Buy
+29,800
New +$337K 0.04% 366

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

National Planning Corporation's ETW Position: Q4 2017 in Review

National Planning Corporation sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2017, closing a stake of 16,466 shares — an estimated $195K sold.

National Planning Corporation first reported a position in ETW in Q2 2013 and held it in 18 quarters. The position peaked at $330K in Q2 2013. 101 funds tracked by Wall St. Rank hold ETW as of Q4 2017.

  • National Planning Corporation reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 16,466 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2017, an estimated $195K.
  • National Planning Corporation first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $330K in Q2 2013.
  • 101 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.