U
ETW

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

UBS’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 		$21.3M Buy
1,755,057
+91,558
+6% +$1.16M 0.02% 919
2014
Q2 		$21.2M Buy
1,663,499
+580,970
+54% +$7.24M 0.02% 848
2014
Q1 		$13.1M Buy
1,082,529
+212,351
+24% +$2.54M 0.01% 1058
2013
Q4 		$10.5M Buy
870,178
+10,871
+1% +$129K 0.01% 1215
2013
Q3 		$9.74M Sell
859,307
-2,403
-0.3% -$27.4K 0.01% 1154
2013
Q2 		$9.58M Buy
+861,710
New +$9.76M 0.01% 1075

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS's ETW Position: Q3 2014 in Review

UBS increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 5.5% in Q3 2014, buying an estimated $1.16M and bringing the position to 1,755,057 shares worth $21.3M. The position accounts for 0.02% of the portfolio, ranked #919.

UBS first reported a position in ETW in Q2 2013 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold ETW as of Q3 2014.

  • UBS held 1,755,057 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $21.3M as of Q3 2014.
  • UBS bought 91,558 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2014, an estimated $1.16M.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.02% of UBS's portfolio in Q3 2014, its #919 holding.
  • UBS first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and has held it in 6 quarters since.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.