SMG
ETW

Spectrum Management Group’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Spectrum Management Group’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
2017
Q4 		– Sell
-13,600
Closed -$161K – 306
2017
Q3 		$161K Buy
+13,600
New +$159K 0.05% 126

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Spectrum Management Group's ETW Position: Q4 2017 in Review

Spectrum Management Group sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2017, closing a stake of 13,600 shares — an estimated $161K sold.

Spectrum Management Group first reported a position in ETW in Q3 2017 and held it in 1 quarter. The position peaked at $161K in Q3 2017. 101 funds tracked by Wall St. Rank hold ETW as of Q4 2017.

  • Spectrum Management Group reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2017 after selling out during the quarter.
  • Spectrum Management Group sold 13,600 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2017, an estimated $161K.
  • Spectrum Management Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2017 and held it in 1 quarter.
  • Spectrum Management Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $161K in Q3 2017.
  • 101 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2017.

Based on Spectrum Management Group's 13F filing for Q4 2017, filed 7 Feb 2018.