Carroll Financial Associates’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Carroll Financial Associates’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
2019 Q3	–	Sell	-3,710	Closed	-$36K	–	1567
2019 Q2	$36K	Buy	3,710 +1,375	+59%	+$13.4K	﹤0.01%	675
2019 Q1	$22K	Buy	+2,335	New	+$22.7K	﹤0.01%	726
2015 Q1	–	Sell	-950	Closed	-$11.1K	–	829
2014 Q4	$11K	Hold	950	–	–	0.01%	471
2014 Q3	$11K	Hold	950	–	–	﹤0.01%	540
2014 Q2	$12K	Hold	950	–	–	﹤0.01%	567
2014 Q1	$11K	Hold	950	–	–	﹤0.01%	517
2013 Q4	$11K	Buy	950 +927	+4,030%	+$11K	﹤0.01%	493
2013 Q3	$0	Buy	+23	New	+$262	﹤0.01%	812

Other funds holding ETW

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

AAM

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

Carroll Financial Associates's ETW Position: Q3 2019 in Review

Carroll Financial Associates sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2019, closing a stake of 3,710 shares — an estimated $36K sold.

Carroll Financial Associates first reported a position in ETW in Q3 2013 and held it in 8 quarters. The position peaked at $36K in Q2 2019. 103 funds tracked by Wall St. Rank hold ETW as of Q3 2019.

Carroll Financial Associates reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2019 after selling out during the quarter.
Carroll Financial Associates sold 3,710 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2019, an estimated $36K.
Carroll Financial Associates first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2013 and held it in 8 quarters.
Carroll Financial Associates's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $36K in Q2 2019.
103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.