SKK
ETW

Shepherd Kaplan Krochuk’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q1 		– Sell
-29,610
Closed -$358K – 603
2013
Q4 		$358K Sell
29,610
-5,035
-15% -$59.6K 0.05% 265
2013
Q3 		$393K Hold
34,645
– – 0.06% 233
2013
Q2 		$385K Buy
+34,645
New +$392K 0.08% 239

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
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

Shepherd Kaplan Krochuk's ETW Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2014, closing a stake of 29,610 shares — an estimated $358K sold.

Shepherd Kaplan Krochuk first reported a position in ETW in Q2 2013 and held it in 3 quarters. The position peaked at $393K in Q3 2013. 87 funds tracked by Wall St. Rank hold ETW as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 29,610 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2014, an estimated $358K.
  • Shepherd Kaplan Krochuk first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $393K in Q3 2013.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.