CRC
ETW

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

Curi RMB Capital’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
Q2 		– Sell
-13,300
Closed -$99K – 631
2020
Q1 		$99K Buy
+13,300
New +$124K ﹤0.01% 614
2017
Q1 		– Sell
-19,798
Closed -$199K – 577
2016
Q4 		$199K Buy
+19,798
New +$208K 0.01% 427

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Curi RMB Capital's ETW Position: Q2 2020 in Review

Curi RMB Capital sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2020, closing a stake of 13,300 shares — an estimated $99K sold.

Curi RMB Capital first reported a position in ETW in Q4 2016 and held it in 2 quarters. The position peaked at $199K in Q4 2016. 105 funds tracked by Wall St. Rank hold ETW as of Q2 2020.

  • Curi RMB Capital reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Curi RMB Capital sold 13,300 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2020, an estimated $99K.
  • Curi RMB Capital first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2016 and held it in 2 quarters.
  • Curi RMB Capital's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $199K in Q4 2016.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2020.

Based on Curi RMB Capital's 13F filing for Q2 2020, filed 5 Aug 2020.