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

WFG Advisors’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 Q4	–	Sell	-3,450	Closed	-$37K	–	1595
2015 Q3	$37K	Hold	3,450	–	–	0.01%	729
2015 Q2	$41K	Hold	3,450	–	–	0.01%	779
2015 Q1	$41K	Sell	3,450 -20,388	-86%	-$237K	0.01%	776
2014 Q4	$263K	Sell	23,838 -38,374	-62%	-$454K	0.05%	359
2014 Q3	$756K	Buy	62,212 +668	+1%	+$8.46K	0.14%	172
2014 Q2	$785K	Buy	61,544 +661	+1%	+$8.24K	0.15%	173
2014 Q1	$737K	Buy	60,883 +27	+0%	+$323	0.15%	176
2013 Q4	$736K	Buy	60,856 +316	+0.5%	+$3.74K	0.1%	224
2013 Q3	$687K	Sell	60,540 -2,436	-4%	-$27.8K	0.11%	219
2013 Q2	$700K	Buy	+62,976	New	+$713K	0.12%	203

Other funds holding ETW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

WFG Advisors's ETW Position: Q4 2015 in Review

WFG Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2015, closing a stake of 3,450 shares — an estimated $37K sold.

WFG Advisors first reported a position in ETW in Q2 2013 and held it in 10 quarters. The position peaked at $785K in Q2 2014. 103 funds tracked by Wall St. Rank hold ETW as of Q4 2015.

WFG Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2015 after selling out during the quarter.
WFG Advisors sold 3,450 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2015, an estimated $37K.
WFG Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and held it in 10 quarters.
WFG Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $785K in Q2 2014.
103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.