CSPIA
ETW

Cary Street Partners Investment Advisory’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-3,624
Closed -$27.7K – 974
2023
Q3 		$27.7K Hold
3,624
– – ﹤0.01% 1019
2023
Q2 		$29.8K Buy
3,624
+809
+29% +$6.57K ﹤0.01% 944
2023
Q1 		$22.7K Hold
2,815
– – ﹤0.01% 939
2022
Q4 		$21.8K Buy
+2,815
New +$22.9K ﹤0.01% 952
2021
Q1 		– Sell
-14,660
Closed -$142K – 348
2020
Q4 		$142K Buy
+14,660
New +$134K 0.03% 339

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Cary Street Partners Investment Advisory's ETW Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2023, closing a stake of 3,624 shares — an estimated $27.7K sold.

Cary Street Partners Investment Advisory first reported a position in ETW in Q4 2020 and held it in 5 quarters. The position peaked at $142K in Q4 2020. 145 funds tracked by Wall St. Rank hold ETW as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 3,624 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2023, an estimated $27.7K.
  • Cary Street Partners Investment Advisory first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2020 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $142K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.