CA
ETW

Cetera Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Cetera Advisors’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
Q1 		$132K Buy
16,063
+4,540
+39% +$36K ﹤0.01% 2279
2023
Q4 		$89.5K Hold
11,523
– – ﹤0.01% 1709
2023
Q3 		$88K Hold
11,523
– – ﹤0.01% 1612
2023
Q2 		$94.7K Hold
11,523
– – ﹤0.01% 1581
2023
Q1 		$93.1K Sell
11,523
-3,930
-25% -$31.5K ﹤0.01% 1569
2022
Q4 		$120K Hold
15,453
– – ﹤0.01% 1501
2022
Q3 		$117K Sell
15,453
-540
-3% -$4.73K ﹤0.01% 1197
2022
Q2 		$133K Hold
15,993
– – ﹤0.01% 1285
2022
Q1 		$163K Buy
15,993
+622
+4% +$6.49K ﹤0.01% 1322
2021
Q4 		$172K Sell
15,371
-4,665
-23% -$51.3K ﹤0.01% 1352
2021
Q3 		$217K Buy
20,036
+4,973
+33% +$55.2K ﹤0.01% 1270
2021
Q2 		$164K Buy
15,063
+1,000
+7% +$10.8K ﹤0.01% 1265
2021
Q1 		$145K Buy
14,063
+262
+2% +$2.59K ﹤0.01% 1172
2020
Q4 		$134K Buy
+13,801
New +$126K ﹤0.01% 1003
2019
Q4 		– Sell
-12,085
Closed -$115K – 928
2019
Q3 		$115K Sell
12,085
-2,300
-16% -$22.1K 0.01% 862
2019
Q2 		$141K Buy
14,385
+4,000
+39% +$39.1K 0.01% 884
2019
Q1 		$101K Hold
10,385
– – 0.01% 891
2018
Q4 		$99K Sell
10,385
-2,291
-18% -$24.5K 0.01% 809
2018
Q3 		$152K Buy
+12,676
New +$152K 0.01% 906
2016
Q4 		– Sell
-15,550
Closed -$173K – 756
2016
Q3 		$173K Sell
15,550
-4,250
-21% -$45.9K 0.01% 698
2016
Q2 		$203K Buy
19,800
+100
+0.5% +$1.05K 0.02% 681
2016
Q1 		$212K Sell
19,700
-3,200
-14% -$32.6K 0.02% 614
2015
Q4 		$256K Buy
22,900
+379
+2% +$4.35K 0.02% 583
2015
Q3 		$241K Sell
22,521
-1,580
-7% -$18.4K 0.02% 556
2015
Q2 		$288K Buy
24,101
+1,670
+7% +$19.9K 0.02% 534
2015
Q1 		$269K Sell
22,431
-950
-4% -$11.1K 0.02% 534
2014
Q4 		$261K Sell
23,381
-4,143
-15% -$49.1K 0.03% 520
2014
Q3 		$332K Buy
27,524
+6,300
+30% +$79.8K 0.03% 432
2014
Q2 		$271K Sell
21,224
-2,176
-9% -$27.1K 0.03% 460
2014
Q1 		$281K Buy
+23,400
New +$280K 0.04% 413

Other funds holding ETW

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
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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 $10.4B AUM 4.78% 1-Year Est. Return

Cetera Advisors's ETW Position: Q1 2024 in Review

Cetera Advisors increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 39% in Q1 2024, buying an estimated $36K and bringing the position to 16,063 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Cetera Advisors first reported a position in ETW in Q1 2014 and has held it in 30 quarters since. The position peaked at $332K in Q3 2014. 144 funds tracked by Wall St. Rank hold ETW as of Q1 2024.

  • Cetera Advisors held 16,063 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $132K as of Q1 2024.
  • Cetera Advisors bought 4,540 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2024, an estimated $36K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2279 holding.
  • Cetera Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2014 and has held it in 30 quarters since.
  • Cetera Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $332K in Q3 2014.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.