WIC
ETW

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

Whitegate Investment Counselors’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
Q1 		$166K Buy
+15,750
New +$189K 0.05% 144

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CWA
Constellation Wealth Advisors New York $903M AUM 2.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitegate Investment Counselors's ETW Position: Q1 2014 in Review

Whitegate Investment Counselors opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2014: 15,750 shares worth $166K. The stake represents 0.05% of the portfolio and ranks #144 among its holdings.

87 funds tracked by Wall St. Rank hold ETW as of Q1 2014.

  • Whitegate Investment Counselors held 15,750 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $166K as of Q1 2014.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new Whitegate Investment Counselors position in Q1 2014.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.05% of Whitegate Investment Counselors's portfolio in Q1 2014, its #144 holding.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2014.

Based on Whitegate Investment Counselors's 13F filing for Q1 2014, filed 5 May 2016.