SNC
ETW

Stifel Nicolaus & Co’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$1.34M Buy
118,072
+1,391
+1% +$15.9K 0.02% 564
2013
Q2 		$1.3M Buy
+116,681
New +$1.32M 0.02% 543

Other funds holding ETW

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Stifel Nicolaus & Co's ETW Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 1.2% in Q3 2013, buying an estimated $15.9K and bringing the position to 118,072 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #564.

Stifel Nicolaus & Co first reported a position in ETW in Q2 2013 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold ETW as of Q3 2013.

  • Stifel Nicolaus & Co held 118,072 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $1.34M as of Q3 2013.
  • Stifel Nicolaus & Co bought 1,391 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2013, an estimated $15.9K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #564 holding.
  • Stifel Nicolaus & Co first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.