FI
ETW

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

FormulaFolio Investments’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
2021
Q1 		– Sell
-26,348
Closed -$255K – 558
2020
Q4 		$255K Buy
+26,348
New +$240K 0.01% 559

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
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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FormulaFolio Investments's ETW Position: Q1 2021 in Review

FormulaFolio Investments sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2021, closing a stake of 26,348 shares — an estimated $255K sold.

FormulaFolio Investments first reported a position in ETW in Q4 2020 and held it in 1 quarter. The position peaked at $255K in Q4 2020. 121 funds tracked by Wall St. Rank hold ETW as of Q1 2021.

  • FormulaFolio Investments reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 26,348 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2021, an estimated $255K.
  • FormulaFolio Investments first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $255K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.