ST
ETW

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

Spinnaker Trust’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
Q4 		– Sell
-58,675
Closed -$705K – 218
2018
Q3 		$705K Buy
+58,675
New +$704K 0.07% 135

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Spinnaker Trust's ETW Position: Q4 2018 in Review

Spinnaker Trust sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2018, closing a stake of 58,675 shares — an estimated $705K sold.

Spinnaker Trust first reported a position in ETW in Q3 2018 and held it in 1 quarter. The position peaked at $705K in Q3 2018. 110 funds tracked by Wall St. Rank hold ETW as of Q4 2018.

  • Spinnaker Trust reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Spinnaker Trust sold 58,675 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2018, an estimated $705K.
  • Spinnaker Trust first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2018 and held it in 1 quarter.
  • Spinnaker Trust's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $705K in Q3 2018.
  • 110 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2018.

Based on Spinnaker Trust's 13F filing for Q4 2018, filed 4 Feb 2019.