SBL
ETW

Sargent Bickham Lagudis’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Sargent Bickham Lagudis’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
2016
Q2 		– Sell
-7,484
Closed -$79K – 730
2016
Q1 		$79K Buy
+7,484
New +$76.4K 0.01% 297

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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sargent Bickham Lagudis's ETW Position: Q2 2016 in Review

Sargent Bickham Lagudis sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2016, closing a stake of 7,484 shares — an estimated $79K sold.

Sargent Bickham Lagudis first reported a position in ETW in Q1 2016 and held it in 1 quarter. The position peaked at $79K in Q1 2016. 96 funds tracked by Wall St. Rank hold ETW as of Q2 2016.

  • Sargent Bickham Lagudis reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 7,484 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2016, an estimated $79K.
  • Sargent Bickham Lagudis first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2016 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $79K in Q1 2016.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2016, filed 7 Sep 2021.