JWM
ETW

Jeppson Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-8,750
Closed -$75K – 228
2020
Q3 		$75K Buy
+8,750
New +$77.3K 0.06% 191

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Jeppson Wealth Management's ETW Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2020, closing a stake of 8,750 shares — an estimated $75K sold.

Jeppson Wealth Management first reported a position in ETW in Q3 2020 and held it in 1 quarter. The position peaked at $75K in Q3 2020. 119 funds tracked by Wall St. Rank hold ETW as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 8,750 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2020, an estimated $75K.
  • Jeppson Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $75K in Q3 2020.
  • 119 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.