EH
ETW

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

Equitable Holdings’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
2024
Q1 		– Sell
-32,407
Closed -$252K – 1176
2023
Q4 		$252K Buy
32,407
+3,438
+12% +$26K ﹤0.01% 990
2023
Q3 		$221K Buy
28,969
+1,319
+5% +$10.6K ﹤0.01% 972
2023
Q2 		$227K Sell
27,650
-739
-3% -$6K ﹤0.01% 948
2023
Q1 		$229K Buy
28,389
+60
+0.2% +$481 ﹤0.01% 879
2022
Q4 		$220K Buy
28,329
+63
+0.2% +$512 ﹤0.01% 824
2022
Q3 		$214K Buy
28,266
+68
+0.2% +$595 ﹤0.01% 796
2022
Q2 		$234K Buy
28,198
+361
+1% +$3.24K ﹤0.01% 770
2022
Q1 		$284K Buy
27,837
+4,464
+19% +$46.6K ﹤0.01% 730
2021
Q4 		$262K Sell
23,373
-20,881
-47% -$230K ﹤0.01% 755
2021
Q3 		$478K Hold
44,254
– – 0.01% 555
2021
Q2 		$482K Buy
44,254
+500
+1% +$5.42K 0.01% 547
2021
Q1 		$452K Buy
43,754
+4,825
+12% +$47.6K 0.01% 531
2020
Q4 		$377K Buy
38,929
+3,155
+9% +$28.8K 0.01% 516
2020
Q3 		$306K Hold
35,774
– – 0.01% 509
2020
Q2 		$309K Sell
35,774
-10,000
-22% -$81.2K 0.01% 500
2020
Q1 		$341K Buy
+45,774
New +$428K 0.01% 436

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
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
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

Equitable Holdings's ETW Position: Q1 2024 in Review

Equitable Holdings sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2024, closing a stake of 32,407 shares — an estimated $252K sold.

Equitable Holdings first reported a position in ETW in Q1 2020 and held it in 16 quarters. The position peaked at $482K in Q2 2021. 144 funds tracked by Wall St. Rank hold ETW as of Q1 2024.

  • Equitable Holdings reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Equitable Holdings sold 32,407 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2024, an estimated $252K.
  • Equitable Holdings first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2020 and held it in 16 quarters.
  • Equitable Holdings's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $482K in Q2 2021.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2024.

Based on Equitable Holdings's 13F filing for Q1 2024, filed 14 May 2024.