TFA
ETW

Transamerica Financial Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Transamerica Financial Advisors’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
Q1 		– Sell
-270
Closed -$3K – 402
2016
Q4 		$3K Buy
+270
New +$2.84K ﹤0.01% 272

Other funds holding ETW

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Bank of America
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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Transamerica Financial Advisors's ETW Position: Q1 2017 in Review

Transamerica Financial Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2017, closing a stake of 270 shares — an estimated $3K sold.

Transamerica Financial Advisors first reported a position in ETW in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 96 funds tracked by Wall St. Rank hold ETW as of Q1 2017.

  • Transamerica Financial Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2017 after selling out during the quarter.
  • Transamerica Financial Advisors sold 270 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2017, an estimated $3K.
  • Transamerica Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2016 and held it in 1 quarter.
  • Transamerica Financial Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $3K in Q4 2016.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2017.

Based on Transamerica Financial Advisors's 13F filing for Q1 2017, filed 10 May 2017.