HSA
ETW

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

HBK Sorce 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
2022
Q4 		– Sell
-15,618
Closed -$303K – 804
2022
Q3 		$303K Buy
+15,618
New +$137K 0.02% 363

Other funds holding ETW

AWA
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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 $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 1-Year Est. Return

HBK Sorce Advisory's ETW Position: Q4 2022 in Review

HBK Sorce Advisory sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2022, closing a stake of 15,618 shares — an estimated $303K sold.

HBK Sorce Advisory first reported a position in ETW in Q3 2022 and held it in 1 quarter. The position peaked at $303K in Q3 2022. 141 funds tracked by Wall St. Rank hold ETW as of Q4 2022.

  • HBK Sorce Advisory reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • HBK Sorce Advisory sold 15,618 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2022, an estimated $303K.
  • HBK Sorce Advisory first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2022 and held it in 1 quarter.
  • HBK Sorce Advisory's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $303K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2022.

Based on HBK Sorce Advisory's 13F filing for Q4 2022, filed 9 Feb 2023.