GI
ETW

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

Gradient 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
Q2 		– Sell
-1,749
Closed -$18K – 1185
2021
Q1 		$18K Buy
+1,749
New +$17.3K ﹤0.01% 634
2013
Q4 		– Sell
-16
Closed – – 599
2013
Q3 		$0 Buy
+16
New +$182 ﹤0.01% 516

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gradient Investments's ETW Position: Q2 2021 in Review

Gradient Investments sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2021, closing a stake of 1,749 shares — an estimated $18K sold.

Gradient Investments first reported a position in ETW in Q3 2013 and held it in 2 quarters. The position peaked at $18K in Q1 2021. 118 funds tracked by Wall St. Rank hold ETW as of Q2 2021.

  • Gradient Investments reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Gradient Investments sold 1,749 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2021, an estimated $18K.
  • Gradient Investments first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2013 and held it in 2 quarters.
  • Gradient Investments's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $18K in Q1 2021.
  • 118 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.