AWA
ETW

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

Arete Wealth 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
2023
Q4 		– Sell
-12,834
Closed -$98.1K – 752
2023
Q3 		$98.1K Sell
12,834
-1,835
-13% -$14.7K 0.02% 470
2023
Q2 		$121K Sell
14,669
-395
-3% -$3.21K 0.01% 620
2023
Q1 		$122K Sell
15,064
-2,931
-16% -$23.5K 0.01% 600
2022
Q4 		$140M Buy
17,995
+918
+5% +$7.46K 0.01% 576
2022
Q3 		$129K Buy
+17,077
New +$149K 0.01% 534
2015
Q2 		– Sell
-60,297
Closed -$711K – 151
2015
Q1 		$711K Buy
60,297
+288
+0.5% +$3.35K 0.46% 51
2014
Q4 		$661K Buy
60,009
+11,112
+23% +$132K 0.47% 56
2014
Q3 		$594K Buy
48,897
+8,195
+20% +$104K 0.45% 51
2014
Q2 		$522K Buy
40,702
+9,327
+30% +$116K 0.41% 64
2014
Q1 		$381K Sell
31,375
-4,670
-13% -$55.9K 0.35% 68
2013
Q4 		$433K Buy
+36,045
New +$427K 0.43% 61

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Arete Wealth Advisors's ETW Position: Q4 2023 in Review

Arete Wealth Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2023, closing a stake of 12,834 shares — an estimated $98.1K sold.

Arete Wealth Advisors first reported a position in ETW in Q4 2013 and held it in 11 quarters. The position peaked at $140M in Q4 2022. 145 funds tracked by Wall St. Rank hold ETW as of Q4 2023.

  • Arete Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,834 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2023, an estimated $98.1K.
  • Arete Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2013 and held it in 11 quarters.
  • Arete Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $140M in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.