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

WealthPLAN Partners’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
2016
Q3 		$41.9K Buy
+3,844
New +$41.5K 0.01% 365

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 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

WealthPLAN Partners's ETW Position: Q3 2016 in Review

WealthPLAN Partners opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2016: 3,844 shares worth $41.9K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings.

98 funds tracked by Wall St. Rank hold ETW as of Q3 2016.

  • WealthPLAN Partners held 3,844 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $41.9K as of Q3 2016.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new WealthPLAN Partners position in Q3 2016.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #365 holding.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.