EFSCE
ETW

Enterprise Financial Services Corp (EFSC)’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-78
Closed -$1K – 300
2021
Q4 		$1K Buy
78
+2
+3% +$22 ﹤0.01% 342
2021
Q3 		$1K Buy
76
+1
+1% +$11 ﹤0.01% 378
2021
Q2 		$1K Sell
75
-6,999
-99% -$75.8K ﹤0.01% 1228
2021
Q1 		$73K Buy
7,074
+2
+0% +$20 0.01% 337
2020
Q4 		$68K Sell
7,072
-12,165
-63% -$111K 0.01% 329
2020
Q3 		$164K Buy
19,237
+2
+0% +$18 0.03% 229
2020
Q2 		$166K Hold
19,235
– – 0.04% 222
2020
Q1 		$143K Sell
19,235
-4,243
-18% -$39.7K 0.04% 227
2019
Q4 		$243K Sell
23,478
-2,117
-8% -$21.3K 0.05% 200
2019
Q3 		$247K Buy
25,595
+37
+0.1% +$356 0.06% 189
2019
Q2 		$250K Sell
25,558
-6,114
-19% -$59.8K 0.05% 197
2019
Q1 		$309K Buy
+31,672
New +$308K 0.07% 177

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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

Enterprise Financial Services Corp (EFSC)'s ETW Position: Q1 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2022, closing a stake of 78 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ETW in Q1 2019 and held it in 12 quarters. The position peaked at $309K in Q1 2019. 125 funds tracked by Wall St. Rank hold ETW as of Q1 2022.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 78 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2022, an estimated $1K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2019 and held it in 12 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $309K in Q1 2019.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2022, filed 16 May 2022.