SCM
ETW

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

Stonebridge Capital Management’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
Q3 		– Sell
-16,000
Closed -$204K – 183
2014
Q2 		$204K Buy
+16,000
New +$200K 0.08% 172

Other funds holding ETW

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ACM
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stonebridge Capital Management's ETW Position: Q3 2014 in Review

Stonebridge Capital Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2014, closing a stake of 16,000 shares — an estimated $204K sold.

Stonebridge Capital Management first reported a position in ETW in Q2 2014 and held it in 1 quarter. The position peaked at $204K in Q2 2014. 89 funds tracked by Wall St. Rank hold ETW as of Q3 2014.

  • Stonebridge Capital Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2014 after selling out during the quarter.
  • Stonebridge Capital Management sold 16,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2014, an estimated $204K.
  • Stonebridge Capital Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2014 and held it in 1 quarter.
  • Stonebridge Capital Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $204K in Q2 2014.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2014.

Based on Stonebridge Capital Management's 13F filing for Q3 2014, filed 30 Oct 2014.