EWM
ETW

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

Executive Wealth 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
2019
Q3 		– Sell
-505
Closed -$5K – 339
2019
Q2 		$5K Hold
505
– – ﹤0.01% 710
2019
Q1 		$5K Hold
505
– – ﹤0.01% 642
2018
Q4 		$5K Buy
+505
New +$5.4K ﹤0.01% 666

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
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

Executive Wealth Management's ETW Position: Q3 2019 in Review

Executive Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2019, closing a stake of 505 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in ETW in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 103 funds tracked by Wall St. Rank hold ETW as of Q3 2019.

  • Executive Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 505 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $5K in Q2 2019.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.