TC
ETW

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

Trilogy Capital’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
-2,558
Closed -$31K – 264
2018
Q3 		$31K Sell
2,558
-935
-27% -$11.2K ﹤0.01% 231
2018
Q2 		$41K Buy
3,493
+80
+2% +$939 0.01% 196
2018
Q1 		$39K Buy
+3,413
New +$40.8K 0.01% 177

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 $38.8B AUM 21.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Trilogy Capital's ETW Position: Q4 2018 in Review

Trilogy Capital sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2018, closing a stake of 2,558 shares — an estimated $31K sold.

Trilogy Capital first reported a position in ETW in Q1 2018 and held it in 3 quarters. The position peaked at $41K in Q2 2018. 110 funds tracked by Wall St. Rank hold ETW as of Q4 2018.

  • Trilogy Capital reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Trilogy Capital sold 2,558 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2018, an estimated $31K.
  • Trilogy Capital first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2018 and held it in 3 quarters.
  • Trilogy Capital's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $41K in Q2 2018.
  • 110 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2018.

Based on Trilogy Capital's 13F filing for Q4 2018, filed 15 Jan 2019.