CFO4Life’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

CFO4Life’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	$86.1K	Buy	+11,094	New	+$90.2K	0.02%	174
2016 Q4	$621K	Sell	61,656 -10,891	-15%	-$115K	0.51%	30
2016 Q3	$799K	Sell	72,547 -6,135	-8%	-$66.2K	0.69%	21
2016 Q2	$818K	Buy	78,682 +1,855	+2%	+$19.4K	0.7%	22
2016 Q1	$810K	Sell	76,827 -18,372	-19%	-$187K	0.73%	21
2015 Q4	$1.07M	Buy	95,199 +64	+0.1%	+$734	1.02%	22
2015 Q3	$1.02M	Sell	95,135 -7,278	-7%	-$84.5K	1.08%	21
2015 Q2	$1.21M	Buy	102,413 +17,091	+20%	+$204K	1.01%	24
2015 Q1	$1.01M	Buy	85,322 +5,901	+7%	+$68.7K	0.84%	27
2014 Q4	$875K	Buy	+79,421	New	+$941K	0.72%	24

Other funds holding ETW

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFO4Life's ETW Position: Q4 2022 in Review

CFO4Life opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2022: 11,094 shares worth $86.1K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings. This is a return to the name: CFO4Life previously reported a position in ETW as recently as Q4 2016.

CFO4Life first reported a position in ETW in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.21M in Q2 2015. 141 funds tracked by Wall St. Rank hold ETW as of Q4 2022.

CFO4Life held 11,094 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $86.1K as of Q4 2022.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new CFO4Life position in Q4 2022.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.02% of CFO4Life's portfolio in Q4 2022, its #174 holding.
CFO4Life first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2014 and has held it in 10 quarters since.
CFO4Life's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $1.21M in Q2 2015.
141 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.