RFA
ETW

Reilly Financial Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Reilly Financial Advisors’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
2013
Q3 		– Sell
-750
Closed -$8K – 761
2013
Q2 		$8K Buy
+750
New +$8.49K ﹤0.01% 520

Other funds holding ETW

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Reilly Financial Advisors's ETW Position: Q3 2013 in Review

Reilly Financial Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2013, closing a stake of 750 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in ETW in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 77 funds tracked by Wall St. Rank hold ETW as of Q3 2013.

  • Reilly Financial Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 750 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2013, an estimated $8K.
  • Reilly Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $8K in Q2 2013.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.