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

Atlas Private 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
2021 Q4	–	Sell	-3,510	Closed	-$38K	–	328
2021 Q3	$38K	Sell	3,510 -1,800	-34%	-$20K	0.02%	261
2021 Q2	$58K	Sell	5,310 -2,000	-27%	-$21.7K	0.03%	217
2021 Q1	$75K	Hold	7,310	–	–	0.04%	193
2020 Q4	$71K	Sell	7,310 -11,300	-61%	-$103K	0.05%	184
2020 Q3	$159K	Sell	18,610 -4,700	-20%	-$41.5K	0.13%	109
2020 Q2	$202K	Buy	+23,310	New	+$189K	0.18%	106

Other funds holding ETW

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

RJA

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Atlas Private Wealth Advisors's ETW Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2021, closing a stake of 3,510 shares — an estimated $38K sold.

Atlas Private Wealth Advisors first reported a position in ETW in Q2 2020 and held it in 6 quarters. The position peaked at $202K in Q2 2020. 127 funds tracked by Wall St. Rank hold ETW as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,510 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2021, an estimated $38K.
Atlas Private Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $202K in Q2 2020.
127 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.