EVM
ETW

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

Eaton Vance Management’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 		$80K Hold
10,605
– – ﹤0.01% 1523
2022
Q2 		$88K Sell
10,605
-13,550
-56% -$122K ﹤0.01% 1547
2022
Q1 		$246K Sell
24,155
-1,915
-7% -$20K ﹤0.01% 1682
2021
Q4 		$292K Sell
26,070
-2,345
-8% -$25.8K ﹤0.01% 1444
2021
Q3 		$161K Hold
28,415
– – ﹤0.01% 1363
2021
Q2 		$310K Hold
28,415
– – ﹤0.01% 1468
2021
Q1 		$293K Sell
28,415
-1,064
-4% -$10.5K ﹤0.01% 1389
2020
Q4 		$285K Buy
29,479
+10,230
+53% +$93.3K ﹤0.01% 1342
2020
Q3 		$164K Hold
19,249
– – ﹤0.01% 1305
2020
Q2 		$167K Sell
19,249
-1,425
-7% -$11.6K ﹤0.01% 1271
2020
Q1 		$154K Hold
20,674
– – ﹤0.01% 1243
2019
Q4 		$214K Hold
20,674
– – ﹤0.01% 1276
2019
Q3 		$200K Hold
20,674
– – ﹤0.01% 1256
2019
Q2 		$202K Sell
20,674
-3,100
-13% -$30.3K ﹤0.01% 1258
2019
Q1 		$232K Hold
23,774
– – ﹤0.01% 1188
2018
Q4 		$227K Sell
23,774
-5,435
-19% -$58.1K ﹤0.01% 1127
2018
Q3 		$351K Hold
29,209
– – ﹤0.01% 1098
2018
Q2 		$345K Hold
29,209
– – ﹤0.01% 1075
2018
Q1 		$337K Buy
29,209
+3,100
+12% +$37.1K ﹤0.01% 1014
2017
Q4 		$311K Sell
26,109
-2,901
-10% -$34.4K ﹤0.01% 1042
2017
Q3 		$343K Sell
29,010
-1,180
-4% -$13.8K ﹤0.01% 1007
2017
Q2 		$344K Sell
30,190
-955
-3% -$10.8K ﹤0.01% 993
2017
Q1 		$340K Hold
31,145
– – ﹤0.01% 957
2016
Q4 		$314K Hold
31,145
– – ﹤0.01% 933
2016
Q3 		$343K Buy
31,145
+480
+2% +$5.18K ﹤0.01% 899
2016
Q2 		$319K Sell
30,665
-480
-2% -$5.03K ﹤0.01% 880
2016
Q1 		$328K Buy
31,145
+5,575
+22% +$56.9K ﹤0.01% 854
2015
Q4 		$287K Hold
25,570
– – ﹤0.01% 876
2015
Q3 		$273K Sell
25,570
-2,800
-10% -$32.5K ﹤0.01% 869
2015
Q2 		$335K Sell
28,370
-2,375
-8% -$28.4K ﹤0.01% 827
2015
Q1 		$365K Hold
30,745
– – ﹤0.01% 843
2014
Q4 		$339K Buy
30,745
+4,485
+17% +$53.1K ﹤0.01% 823
2014
Q3 		$320K Sell
26,260
-475
-2% -$6.01K ﹤0.01% 816
2014
Q2 		$342K Sell
26,735
-1,425
-5% -$17.8K ﹤0.01% 808
2014
Q1 		$366K Hold
28,160
– – ﹤0.01% 781
2013
Q4 		$341K Hold
28,160
– – ﹤0.01% 780
2013
Q3 		$319K Sell
28,160
-2,140
-7% -$24.4K ﹤0.01% 755
2013
Q2 		$337K Buy
+30,300
New +$343K ﹤0.01% 748

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Eaton Vance Management's ETW Position: Q3 2022 in Review

Eaton Vance Management held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q3 2022 at 10,605 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Eaton Vance Management first reported a position in ETW in Q2 2013 and has held it in 38 quarters since. The position peaked at $366K in Q1 2014. 128 funds tracked by Wall St. Rank hold ETW as of Q3 2022.

  • Eaton Vance Management held 10,605 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $80K as of Q3 2022.
  • Eaton Vance Management left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q3 2022.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1523 holding.
  • Eaton Vance Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and has held it in 38 quarters since.
  • Eaton Vance Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $366K in Q1 2014.
  • 128 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.