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

Element Pointe 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
2021 Q1	–	Sell	-29,035	Closed	-$281K	–	126
2020 Q4	$281K	Hold	29,035	–	–	0.1%	91
2020 Q3	$247K	Hold	29,035	–	–	0.11%	97
2020 Q2	$251K	Sell	29,035 -12,000	-29%	-$97.5K	0.13%	83
2020 Q1	$306K	Sell	41,035 -1,823	-4%	-$17K	0.19%	59
2019 Q4	$444K	Hold	42,858	–	–	0.23%	51
2019 Q3	$414K	Hold	42,858	–	–	0.24%	50
2019 Q2	$420K	Hold	42,858	–	–	0.24%	48
2019 Q1	$419K	Buy	42,858 +7,009	+20%	+$68.2K	0.25%	43
2018 Q4	$342K	Buy	+35,849	New	+$383K	0.22%	48

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Element Pointe Advisors's ETW Position: Q1 2021 in Review

Element Pointe Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2021, closing a stake of 29,035 shares — an estimated $281K sold.

Element Pointe Advisors first reported a position in ETW in Q4 2018 and held it in 9 quarters. The position peaked at $444K in Q4 2019. 121 funds tracked by Wall St. Rank hold ETW as of Q1 2021.

Element Pointe Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2021 after selling out during the quarter.
Element Pointe Advisors sold 29,035 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2021, an estimated $281K.
Element Pointe Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2018 and held it in 9 quarters.
Element Pointe Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $444K in Q4 2019.
121 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2021.

Based on Element Pointe Advisors's 13F filing for Q1 2021, filed 7 May 2021.