DA
ETW

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

Doliver 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
2023
Q4 		– Sell
-36,039
Closed -$275K – 148
2023
Q3 		$275K Hold
36,039
– – 0.08% 125
2023
Q2 		$296K Sell
36,039
-2,300
-6% -$18.7K 0.09% 136
2023
Q1 		$310K Hold
38,339
– – 0.1% 129
2022
Q4 		$298K Buy
+38,339
New +$312K 0.1% 119
2022
Q3 		– Sell
-111,633
Closed -$928K – 155
2022
Q2 		$928K Buy
+111,633
New +$1M 0.33% 54
2019
Q2 		– Sell
-370,058
Closed -$3.62M – 154
2019
Q1 		$3.62M Buy
+370,058
New +$3.6M 1.46% 7
2017
Q1 		– Sell
-108,712
Closed -$1.09M – 240
2016
Q4 		$1.09M Buy
+108,712
New +$1.14M 0.93% 29
2016
Q3 		– Sell
-10,600
Closed -$110K – 214
2016
Q2 		$110K Sell
10,600
-196,628
-95% -$2.06M 0.09% 176
2016
Q1 		$2.18M Buy
207,228
+45,298
+28% +$462K 1.93% 8
2015
Q4 		$1.82M Buy
161,930
+101,579
+168% +$1.17M 1.44% 24
2015
Q3 		$645K Buy
+60,351
New +$701K 0.48% 67
2015
Q2 		– Sell
-24,940
Closed -$296K – 291
2015
Q1 		$296K Sell
24,940
-225,351
-90% -$2.62M 0.19% 163
2014
Q4 		$2.76M Buy
+250,291
New +$2.96M 1.92% 4
2013
Q4 		– Sell
-25,515
Closed -$289K – 284
2013
Q3 		$289K Buy
+25,515
New +$291K 0.18% 225

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Doliver Advisors's ETW Position: Q4 2023 in Review

Doliver Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2023, closing a stake of 36,039 shares — an estimated $275K sold.

Doliver Advisors first reported a position in ETW in Q3 2013 and held it in 14 quarters. The position peaked at $3.62M in Q1 2019. 145 funds tracked by Wall St. Rank hold ETW as of Q4 2023.

  • Doliver Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Doliver Advisors sold 36,039 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2023, an estimated $275K.
  • Doliver Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2013 and held it in 14 quarters.
  • Doliver Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $3.62M in Q1 2019.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2023.

Based on Doliver Advisors's 13F filing for Q4 2023, filed 3 Jan 2024.