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

American Portfolios 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
2022 Q3	$157K	Sell	20,747 -7,300	-26%	-$63.9K	0.01%	1124
2022 Q2	$233K	Sell	28,047 -500	-2%	-$4.48K	0.01%	974
2022 Q1	$291K	Hold	28,547	–	–	0.01%	985
2021 Q4	$319K	Hold	28,547	–	–	0.01%	933
2021 Q3	$309K	Hold	28,547	–	–	0.01%	923
2021 Q2	$311K	Hold	28,547	–	–	0.01%	937
2021 Q1	$295K	Hold	28,547	–	–	0.01%	873
2020 Q4	$276K	Hold	28,547	–	–	0.01%	768
2020 Q3	$244K	Hold	28,547	–	–	0.01%	726
2020 Q2	$247K	Hold	28,547	–	–	0.02%	677
2020 Q1	$213K	Hold	28,547	–	–	0.02%	626
2019 Q4	$296K	Hold	28,547	–	–	0.02%	605
2019 Q3	$276K	Hold	28,547	–	–	0.02%	587
2019 Q2	$279K	Hold	28,547	–	–	0.02%	583
2019 Q1	$279K	Hold	28,547	–	–	0.03%	533
2018 Q4	$272K	Hold	28,547	–	–	0.03%	431
2018 Q3	$343K	Buy	28,547 +840	+3%	+$10.1K	0.04%	423
2018 Q2	$327K	Hold	27,707	–	–	0.04%	388
2018 Q1	$320K	Hold	27,707	–	–	0.05%	369
2017 Q4	$330K	Buy	+27,707	New	+$328K	0.05%	353

Other funds holding ETW

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

American Portfolios Advisors's ETW Position: Q3 2022 in Review

American Portfolios Advisors reduced its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 26% in Q3 2022, selling an estimated $63.9K and leaving 20,747 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #1124.

American Portfolios Advisors first reported a position in ETW in Q4 2017 and has held it in 20 quarters since. The position peaked at $343K in Q3 2018. 129 funds tracked by Wall St. Rank hold ETW as of Q3 2022.

American Portfolios Advisors held 20,747 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $157K as of Q3 2022.
American Portfolios Advisors sold 7,300 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2022, an estimated $63.9K.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1124 holding.
American Portfolios Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $343K in Q3 2018.
129 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.