FANJ
ETW

Financial Architects (New Jersey)’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-1,000
Closed -$9K – 426
2020
Q2 		$9K Hold
1,000
– – ﹤0.01% 656
2020
Q1 		$7K Buy
1,000
+300
+43% +$2.81K ﹤0.01% 663
2019
Q4 		$7K Buy
+700
New +$7.04K ﹤0.01% 722

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Financial Architects (New Jersey)'s ETW Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2020, closing a stake of 1,000 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in ETW in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q2 2020. 106 funds tracked by Wall St. Rank hold ETW as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2020, an estimated $9K.
  • Financial Architects (New Jersey) first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2019 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $9K in Q2 2020.
  • 106 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.