CWS
ETW

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

Confluence Wealth Services’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
Q1 		– Sell
-500
Closed -$5K – 511
2021
Q4 		$5K Buy
+500
New +$5.5K ﹤0.01% 1047

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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Confluence Wealth Services's ETW Position: Q1 2022 in Review

Confluence Wealth Services sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2022, closing a stake of 500 shares — an estimated $5K sold.

Confluence Wealth Services first reported a position in ETW in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 125 funds tracked by Wall St. Rank hold ETW as of Q1 2022.

  • Confluence Wealth Services reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 500 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2022, an estimated $5K.
  • Confluence Wealth Services first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $5K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.