SSB
ETW

Sandy Spring Bank’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Sandy Spring Bank’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
2019
Q2 		– Sell
-3,000
Closed -$29K – 837
2019
Q1 		$29K Sell
3,000
-5,800
-66% -$56.4K ﹤0.01% 522
2018
Q4 		$84K Buy
+8,800
New +$94.1K 0.01% 381

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Sandy Spring Bank's ETW Position: Q2 2019 in Review

Sandy Spring Bank sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2019, closing a stake of 3,000 shares — an estimated $29K sold.

Sandy Spring Bank first reported a position in ETW in Q4 2018 and held it in 2 quarters. The position peaked at $84K in Q4 2018. 108 funds tracked by Wall St. Rank hold ETW as of Q2 2019.

  • Sandy Spring Bank reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Sandy Spring Bank sold 3,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2019, an estimated $29K.
  • Sandy Spring Bank first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2018 and held it in 2 quarters.
  • Sandy Spring Bank's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $84K in Q4 2018.
  • 108 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2019.

Based on Sandy Spring Bank's 13F filing for Q2 2019, filed 1 Aug 2019.