SEI Investments
ETW

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

SEI 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
2018
Q2 		– Sell
-174
Closed -$2K – 3659
2018
Q1 		$2K Buy
+174
New +$2.08K ﹤0.01% 3227

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

SEI Investments's ETW Position: Q2 2018 in Review

SEI Investments sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2018, closing a stake of 174 shares — an estimated $2K sold.

SEI Investments first reported a position in ETW in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 94 funds tracked by Wall St. Rank hold ETW as of Q2 2018.

  • SEI Investments reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2018 after selling out during the quarter.
  • SEI Investments sold 174 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2018, an estimated $2K.
  • SEI Investments first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2018 and held it in 1 quarter.
  • SEI Investments's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $2K in Q1 2018.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2018.

Based on SEI Investments's 13F filing for Q2 2018, filed 3 Aug 2018.