GIA
ETW

Gladstone Institutional Advisory’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-37,450
Closed -$408K – 562
2021
Q2 		$408K Hold
37,450
– – 0.05% 331
2021
Q1 		$386K Buy
37,450
+800
+2% +$7.9K 0.06% 277
2020
Q4 		$355K Buy
+36,650
New +$334K 0.07% 205

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gladstone Institutional Advisory's ETW Position: Q3 2021 in Review

Gladstone Institutional Advisory sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2021, closing a stake of 37,450 shares — an estimated $408K sold.

Gladstone Institutional Advisory first reported a position in ETW in Q4 2020 and held it in 3 quarters. The position peaked at $408K in Q2 2021. 111 funds tracked by Wall St. Rank hold ETW as of Q3 2021.

  • Gladstone Institutional Advisory reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 37,450 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2021, an estimated $408K.
  • Gladstone Institutional Advisory first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2020 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $408K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.