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

Claraphi Advisory Network’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 Q3	–	Sell	-34,736	Closed	-$289K	–	223
2022 Q2	$289K	Buy	34,736 +4,634	+15%	+$41.6K	0.1%	184
2022 Q1	$307K	Hold	30,102	–	–	0.09%	197
2021 Q4	$337K	Buy	30,102 +2,699	+10%	+$29.7K	0.12%	201
2021 Q3	$296K	Buy	27,403 +1,406	+5%	+$15.6K	0.1%	217
2021 Q2	$283K	Hold	25,997	–	–	0.09%	254
2021 Q1	$268K	Hold	25,997	–	–	0.07%	255
2020 Q4	$252K	Buy	25,997 +4,212	+19%	+$38.4K	0.07%	237
2020 Q3	$186K	Sell	21,785 -5,117	-19%	-$45.2K	0.07%	231
2020 Q2	$233K	Buy	26,902 +5,229	+24%	+$42.5K	0.1%	204
2020 Q1	$162K	Buy	+21,673	New	+$203K	0.08%	232
2019 Q4	–	Sell	-23,795	Closed	-$230K	–	249
2019 Q3	$230K	Buy	23,795 +12,249	+106%	+$118K	0.14%	169
2019 Q2	$113K	Buy	+11,546	New	+$113K	0.07%	230

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

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

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

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

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

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

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

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

Claraphi Advisory Network's ETW Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2022, closing a stake of 34,736 shares — an estimated $289K sold.

Claraphi Advisory Network first reported a position in ETW in Q2 2019 and held it in 12 quarters. The position peaked at $337K in Q4 2021. 129 funds tracked by Wall St. Rank hold ETW as of Q3 2022.

Claraphi Advisory Network reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 34,736 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2022, an estimated $289K.
Claraphi Advisory Network first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2019 and held it in 12 quarters.
Claraphi Advisory Network's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $337K in Q4 2021.
129 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.