HWMA
ETW

Heritage Wealth Management (Arizona)’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-556
Closed -$4.62K – 1039
2022
Q2 		$4.62K Buy
+556
New +$4.99K ﹤0.01% 781

Other funds holding ETW

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ETW Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2022, closing a stake of 556 shares — an estimated $4.62K sold.

Heritage Wealth Management (Arizona) first reported a position in ETW in Q2 2022 and held it in 1 quarter. The position peaked at $4.62K in Q2 2022. 129 funds tracked by Wall St. Rank hold ETW as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 556 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2022, an estimated $4.62K.
  • Heritage Wealth Management (Arizona) first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $4.62K in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.