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

Clarus Wealth 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
2020 Q1	–	Sell	-18,766	Closed	-$195K	–	121
2019 Q4	$195K	Buy	18,766 +353	+2%	+$3.55K	0.13%	133
2019 Q3	$178K	Buy	18,413 +401	+2%	+$3.86K	0.13%	135
2019 Q2	$176K	Buy	18,012 +364	+2%	+$3.56K	0.13%	128
2019 Q1	$172K	Sell	17,648 -242	-1%	-$2.35K	0.13%	122
2018 Q4	$170K	Buy	17,890 +5	+0%	+$53	0.27%	99
2018 Q3	$215K	Buy	17,885 +13,012	+267%	+$156K	0.14%	121
2018 Q2	$56K	Buy	+4,873	New	+$57.2K	0.04%	263

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Clarus Wealth Advisors's ETW Position: Q1 2020 in Review

Clarus Wealth Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2020, closing a stake of 18,766 shares — an estimated $195K sold.

Clarus Wealth Advisors first reported a position in ETW in Q2 2018 and held it in 7 quarters. The position peaked at $215K in Q3 2018. 122 funds tracked by Wall St. Rank hold ETW as of Q1 2020.

Clarus Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 18,766 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2020, an estimated $195K.
Clarus Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2018 and held it in 7 quarters.
Clarus Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $215K in Q3 2018.
122 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2020.

Based on Clarus Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.