BJL
ETW

Brighton Jones LLC’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Brighton Jones LLC’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
Q4 		– Sell
-24,859
Closed -$188K – 490
2022
Q3 		$188K Buy
24,859
+626
+3% +$5.48K 0.01% 427
2022
Q2 		$201K Buy
24,233
+590
+2% +$5.29K 0.01% 429
2022
Q1 		$241K Buy
23,643
+503
+2% +$5.25K 0.01% 430
2021
Q4 		$259K Buy
23,140
+452
+2% +$4.97K 0.01% 419
2021
Q3 		$245K Buy
22,688
+441
+2% +$4.89K 0.01% 408
2021
Q2 		$242K Buy
+22,247
New +$241K 0.01% 406

Other funds holding ETW

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Brighton Jones LLC's ETW Position: Q4 2022 in Review

Brighton Jones LLC sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2022, closing a stake of 24,859 shares — an estimated $188K sold.

Brighton Jones LLC first reported a position in ETW in Q2 2021 and held it in 6 quarters. The position peaked at $259K in Q4 2021. 141 funds tracked by Wall St. Rank hold ETW as of Q4 2022.

  • Brighton Jones LLC reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Brighton Jones LLC sold 24,859 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2022, an estimated $188K.
  • Brighton Jones LLC first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2021 and held it in 6 quarters.
  • Brighton Jones LLC's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $259K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2022.

Based on Brighton Jones LLC's 13F filing for Q4 2022, filed 3 Feb 2023.