BEI
ETW

Benjamin Edwards Inc’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Benjamin Edwards Inc’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
2024
Q2 		– Sell
-1,000
Closed -$8K – 734
2024
Q1 		$8K Buy
+1,000
New +$7.94K ﹤0.01% 651

Other funds holding ETW

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Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Benjamin Edwards Inc's ETW Position: Q2 2024 in Review

Benjamin Edwards Inc sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2024, closing a stake of 1,000 shares — an estimated $8K sold.

Benjamin Edwards Inc first reported a position in ETW in Q1 2024 and held it in 1 quarter. The position peaked at $8K in Q1 2024. 148 funds tracked by Wall St. Rank hold ETW as of Q2 2024.

  • Benjamin Edwards Inc reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2024, an estimated $8K.
  • Benjamin Edwards Inc first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Benjamin Edwards Inc's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $8K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2024.

Based on Benjamin Edwards Inc's 13F filing for Q2 2024, filed 12 Aug 2024.