Bellevue Asset Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Bellevue Asset Management’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
2025 Q1	–	Sell	-180	Closed	-$1.51K	–	486
2024 Q4	$1.51K	Hold	180	–	–	﹤0.01%	464
2024 Q3	$1.56K	Hold	180	–	–	﹤0.01%	441
2024 Q2	$1.49K	Sell	180 -285	-61%	-$2.31K	﹤0.01%	439
2024 Q1	$3.81K	Hold	465	–	–	﹤0.01%	341
2023 Q4	$3.61K	Hold	465	–	–	﹤0.01%	336
2023 Q3	$3.55K	Hold	465	–	–	﹤0.01%	326
2023 Q2	$3.82K	Sell	465 -663	-59%	-$5.38K	﹤0.01%	333
2023 Q1	$9.11K	Sell	1,128 -180	-14%	-$1.44K	0.01%	281
2022 Q4	$10.1K	Sell	1,308 -180	-12%	-$1.46K	0.01%	274
2022 Q3	$12K	Hold	1,488	–	–	0.01%	265
2022 Q2	$12K	Hold	1,488	–	–	0.01%	278
2022 Q1	$15K	Sell	1,488 -676	-31%	-$7.06K	0.01%	281
2021 Q4	$24K	Hold	2,164	–	–	0.01%	260
2021 Q3	$24K	Sell	2,164 -100	-4%	-$1.11K	0.01%	261
2021 Q2	$25K	Hold	2,264	–	–	0.02%	263
2021 Q1	$23K	Hold	2,264	–	–	0.01%	273
2020 Q4	$22K	Sell	2,264 -682	-23%	-$6.22K	0.01%	269
2020 Q3	$25K	Sell	2,946 -235	-7%	-$2.08K	0.02%	234
2020 Q2	$28K	Hold	3,181	–	–	0.03%	221
2020 Q1	$25K	Sell	3,181 -604	-16%	-$5.65K	0.03%	237
2019 Q4	$39K	Buy	+3,785	New	+$38.1K	0.03%	179

Other funds holding ETW

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

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

AAM

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

Bellevue Asset Management's ETW Position: Q1 2025 in Review

Bellevue Asset Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2025, closing a stake of 180 shares — an estimated $1.51K sold.

Bellevue Asset Management first reported a position in ETW in Q4 2019 and held it in 21 quarters. The position peaked at $39K in Q4 2019. 165 funds tracked by Wall St. Rank hold ETW as of Q1 2025.

Bellevue Asset Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Bellevue Asset Management sold 180 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2025, an estimated $1.51K.
Bellevue Asset Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2019 and held it in 21 quarters.
Bellevue Asset Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $39K in Q4 2019.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2025.

Based on Bellevue Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.