IA
ETW

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

IFP Advisors’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
Q3 		– Sell
-500
Closed -$4.13K – 3345
2024
Q2 		$4.13K Buy
+500
New +$4.05K ﹤0.01% 2626
2023
Q1 		– Sell
-30,706
Closed -$362K – 3708
2022
Q4 		$362K Buy
30,706
+6,364
+26% +$51.8K 0.01% 1047
2022
Q3 		$286K Buy
24,342
+16
+0.1% +$140 0.01% 1219
2022
Q2 		$286K Hold
24,326
– – 0.01% 1098
2022
Q1 		$286K Buy
+24,326
New +$254K 0.01% 1098
2019
Q1 		$80K Sell
8,128
-14,984
-65% -$146K 0.01% 778
2018
Q4 		$216K Sell
23,112
-8,098
-26% -$86.6K 0.01% 834
2018
Q3 		$375K Buy
31,210
+44
+0.1% +$528 0.02% 795
2018
Q2 		$368K Sell
31,166
-640
-2% -$7.51K 0.02% 788
2018
Q1 		$379K Hold
31,806
– – 0.02% 731
2017
Q4 		$379K Sell
31,806
-4,301
-12% -$50.9K 0.02% 730
2017
Q3 		$428K Hold
36,107
– – 0.02% 751
2017
Q2 		$411K Buy
36,107
+600
+2% +$6.8K 0.02% 759
2017
Q1 		$387K Sell
35,507
-415
-1% -$4.44K 0.02% 794
2016
Q4 		$362K Sell
35,922
-4,733
-12% -$49.8K 0.02% 775
2016
Q3 		$448K Sell
40,655
-9,837
-19% -$106K 0.02% 606
2016
Q2 		$525K Buy
50,492
+42,364
+521% +$444K 0.03% 528
2016
Q1 		$80K Sell
8,128
-27,803
-77% -$284K 0.01% 778
2015
Q4 		$404K Buy
+35,931
New +$412K 0.03% 550

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
AA
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's ETW Position: Q3 2024 in Review

IFP Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2024, closing a stake of 500 shares — an estimated $4.13K sold.

IFP Advisors first reported a position in ETW in Q4 2015 and held it in 19 quarters. The position peaked at $525K in Q2 2016. 143 funds tracked by Wall St. Rank hold ETW as of Q3 2024.

  • IFP Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • IFP Advisors sold 500 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2024, an estimated $4.13K.
  • IFP Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $525K in Q2 2016.
  • 143 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.