PI
ETW

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

Placemark Investments’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
2014
Q4 		$197K Sell
17,975
-484
-3% -$5.73K ﹤0.01% 1562
2014
Q3 		$224K Buy
18,459
+2,538
+16% +$32.1K ﹤0.01% 1519
2014
Q2 		$202K Buy
15,921
+4,562
+40% +$56.9K ﹤0.01% 1560
2014
Q1 		$138K Buy
11,359
+977
+9% +$11.7K ﹤0.01% 1547
2013
Q4 		$125K Buy
+10,382
New +$123K ﹤0.01% 1572

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CWA
Constellation Wealth Advisors New York $903M AUM 2.38% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Placemark Investments's ETW Position: Q4 2014 in Review

Placemark Investments reduced its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 2.6% in Q4 2014, selling an estimated $5.73K and leaving 17,975 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Placemark Investments first reported a position in ETW in Q4 2013 and has held it in 5 quarters since. The position peaked at $224K in Q3 2014. 103 funds tracked by Wall St. Rank hold ETW as of Q4 2014.

  • Placemark Investments held 17,975 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $197K as of Q4 2014.
  • Placemark Investments sold 484 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2014, an estimated $5.73K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1562 holding.
  • Placemark Investments first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2013 and has held it in 5 quarters since.
  • Placemark Investments's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $224K in Q3 2014.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.