W
ETW

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

Wealthfront’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
Q4 		– Sell
-147
Closed -$2K – 764
2014
Q3 		$2K Buy
+147
New +$1.86K ﹤0.01% 594

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront's ETW Position: Q4 2014 in Review

Wealthfront sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2014, closing a stake of 147 shares — an estimated $2K sold.

Wealthfront first reported a position in ETW in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 103 funds tracked by Wall St. Rank hold ETW as of Q4 2014.

  • Wealthfront reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 147 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2014, an estimated $2K.
  • Wealthfront first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2014 and held it in 1 quarter.
  • Wealthfront's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $2K in Q3 2014.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.