PCP
ETW

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

Proficio Capital 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
2017
Q3 		– Sell
-11,315
Closed -$134K – 1284
2017
Q2 		$134K Buy
11,315
+205
+2% +$2.32K 0.06% 210
2017
Q1 		$128K Buy
+11,110
New +$119K 0.06% 206
2016
Q4 		– Sell
-7,000
Closed -$77K – 1133
2016
Q3 		$77K Sell
7,000
-23,710
-77% -$256K 0.04% 203
2016
Q2 		$330K Buy
+30,710
New +$322K 0.21% 99

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Proficio Capital Partners's ETW Position: Q3 2017 in Review

Proficio Capital Partners sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2017, closing a stake of 11,315 shares — an estimated $134K sold.

Proficio Capital Partners first reported a position in ETW in Q2 2016 and held it in 4 quarters. The position peaked at $330K in Q2 2016. 93 funds tracked by Wall St. Rank hold ETW as of Q3 2017.

  • Proficio Capital Partners reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 11,315 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2017, an estimated $134K.
  • Proficio Capital Partners first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2016 and held it in 4 quarters.
  • Proficio Capital Partners's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $330K in Q2 2016.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2017.

Based on Proficio Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.