NC
ETW

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

NewSquare Capital’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
Q3 		– Sell
-5,175
Closed -$59K – 331
2017
Q2 		$59K Hold
5,175
– – 0.01% 126
2017
Q1 		$56K Buy
+5,175
New +$55.3K 0.01% 131

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GC
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JMPWA
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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
TPW
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewSquare Capital's ETW Position: Q3 2017 in Review

NewSquare Capital sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2017, closing a stake of 5,175 shares — an estimated $59K sold.

NewSquare Capital first reported a position in ETW in Q1 2017 and held it in 2 quarters. The position peaked at $59K in Q2 2017. 93 funds tracked by Wall St. Rank hold ETW as of Q3 2017.

  • NewSquare Capital reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • NewSquare Capital sold 5,175 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2017, an estimated $59K.
  • NewSquare Capital first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2017 and held it in 2 quarters.
  • NewSquare Capital's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $59K in Q2 2017.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2017.

Based on NewSquare Capital's 13F filing for Q3 2017, filed 7 Nov 2017.