WF
ETW

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

WealthTrust Fairport’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
2015
Q1 		– Sell
-1,349
Closed -$15K – 214
2014
Q4 		$15K Buy
+1,349
New +$16K ﹤0.01% 299

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthTrust Fairport's ETW Position: Q1 2015 in Review

WealthTrust Fairport sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2015, closing a stake of 1,349 shares — an estimated $15K sold.

WealthTrust Fairport first reported a position in ETW in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 88 funds tracked by Wall St. Rank hold ETW as of Q1 2015.

  • WealthTrust Fairport reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2015 after selling out during the quarter.
  • WealthTrust Fairport sold 1,349 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2015, an estimated $15K.
  • WealthTrust Fairport first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2014 and held it in 1 quarter.
  • WealthTrust Fairport's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $15K in Q4 2014.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2015.

Based on WealthTrust Fairport's 13F filing for Q1 2015, filed 14 May 2015.