KCM
ETW

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

Karp Capital 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
2019
Q1 		– Sell
-115
Closed -$1K – 194
2018
Q4 		$1K Buy
+115
New +$1.23K ﹤0.01% 358

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $44.6B AUM 28.94% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Karp Capital Management's ETW Position: Q1 2019 in Review

Karp Capital Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2019, closing a stake of 115 shares — an estimated $1K sold.

Karp Capital Management first reported a position in ETW in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 116 funds tracked by Wall St. Rank hold ETW as of Q1 2019.

  • Karp Capital Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 115 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2019, an estimated $1K.
  • Karp Capital Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2018 and held it in 1 quarter.
  • Karp Capital Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $1K in Q4 2018.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.