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

Focused 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
2024 Q1	–	Sell	-784	Closed	-$6.09K	–	438
2023 Q4	$6.09K	Hold	784	–	–	﹤0.01%	628
2023 Q3	$5.99K	Hold	784	–	–	﹤0.01%	614
2023 Q2	$6.44K	Hold	784	–	–	﹤0.01%	627
2023 Q1	$6.33K	Hold	784	–	–	﹤0.01%	622
2022 Q4	$6.08K	Hold	784	–	–	﹤0.01%	612
2022 Q3	$6K	Hold	784	–	–	﹤0.01%	585
2022 Q2	$7K	Hold	784	–	–	﹤0.01%	552
2022 Q1	$8K	Hold	784	–	–	﹤0.01%	580
2021 Q4	$9K	Hold	784	–	–	﹤0.01%	603
2021 Q3	$8K	Hold	784	–	–	﹤0.01%	631
2021 Q2	$9K	Hold	784	–	–	﹤0.01%	627
2021 Q1	$8K	Hold	784	–	–	﹤0.01%	632
2020 Q4	$8K	Hold	784	–	–	﹤0.01%	587
2020 Q3	$7K	Hold	784	–	–	﹤0.01%	550
2020 Q2	$7K	Hold	784	–	–	﹤0.01%	535
2020 Q1	$6K	Hold	784	–	–	﹤0.01%	507
2019 Q4	$8K	Hold	784	–	–	﹤0.01%	519
2019 Q3	$8K	Hold	784	–	–	﹤0.01%	507
2019 Q2	$8K	Hold	784	–	–	﹤0.01%	540
2019 Q1	$8K	Hold	784	–	–	﹤0.01%	489
2018 Q4	$7K	Hold	784	–	–	﹤0.01%	496
2018 Q3	$9K	Hold	784	–	–	﹤0.01%	459
2018 Q2	$9K	Sell	784 -1	-0.1%	-$12	﹤0.01%	459
2018 Q1	$9K	Hold	785	–	–	﹤0.01%	488
2017 Q4	$9K	Buy	785 +250	+47%	+$2.96K	﹤0.01%	482
2017 Q3	$6K	Sell	535 -250	-32%	-$2.93K	﹤0.01%	491
2017 Q2	$9K	Hold	785	–	–	﹤0.01%	486
2017 Q1	$9K	Hold	785	–	–	﹤0.01%	473
2016 Q4	$8K	Hold	785	–	–	﹤0.01%	492
2016 Q3	$9K	Hold	785	–	–	﹤0.01%	455
2016 Q2	$8K	Hold	785	–	–	﹤0.01%	460
2016 Q1	$8K	Hold	785	–	–	﹤0.01%	425
2015 Q4	$9K	Hold	785	–	–	0.01%	421
2015 Q3	$8K	Hold	785	–	–	0.01%	431
2015 Q2	$9K	Hold	785	–	–	0.01%	420
2015 Q1	$9K	Hold	785	–	–	0.01%	444
2014 Q4	$9K	Hold	785	–	–	0.01%	437
2014 Q3	$10K	Hold	785	–	–	0.01%	428
2014 Q2	$10K	Hold	785	–	–	0.01%	420
2014 Q1	$9K	Buy	785 +5	+0.6%	+$60	0.01%	411
2013 Q4	$9K	Buy	780 +8	+1%	+$95	0.01%	407
2013 Q3	$9K	Buy	+772	New	+$8.8K	0.01%	376

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Focused Wealth Management's ETW Position: Q1 2024 in Review

Focused Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2024, closing a stake of 784 shares — an estimated $6.09K sold.

Focused Wealth Management first reported a position in ETW in Q3 2013 and held it in 42 quarters. The position peaked at $10K in Q3 2014. 144 funds tracked by Wall St. Rank hold ETW as of Q1 2024.

Focused Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 784 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2024, an estimated $6.09K.
Focused Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2013 and held it in 42 quarters.
Focused Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $10K in Q3 2014.
144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.