GG
ETW

Gofen & Glossberg’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$163K Hold
21,000
– – ﹤0.01% 533
2022
Q3 		$160K Hold
21,000
– – ﹤0.01% 512
2022
Q2 		$174K Hold
21,000
– – ﹤0.01% 514
2022
Q1 		$213K Buy
+21,000
New +$219K ﹤0.01% 541

Other funds holding ETW

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gofen & Glossberg's ETW Position: Q4 2022 in Review

Gofen & Glossberg held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q4 2022 at 21,000 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Gofen & Glossberg first reported a position in ETW in Q1 2022 and has held it in 4 quarters since. The position peaked at $213K in Q1 2022. 141 funds tracked by Wall St. Rank hold ETW as of Q4 2022.

  • Gofen & Glossberg held 21,000 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $163K as of Q4 2022.
  • Gofen & Glossberg left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q4 2022.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #533 holding.
  • Gofen & Glossberg first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2022 and has held it in 4 quarters since.
  • Gofen & Glossberg's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $213K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.