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

Gratus Capital’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 Q2	$165K	Buy	+20,000	New	+$162K	0.01%	356

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gratus Capital's ETW Position: Q2 2024 in Review

Gratus Capital opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2024: 20,000 shares worth $165K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings.

148 funds tracked by Wall St. Rank hold ETW as of Q2 2024.

Gratus Capital held 20,000 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $165K as of Q2 2024.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new Gratus Capital position in Q2 2024.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #356 holding.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.