KOMWMG
ETW

Kerntke Otto McGlone Wealth Management Group’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q1 		– Sell
-18,254
Closed -$189K – 96
2019
Q4 		$189K Buy
+18,254
New +$184K 0.16% 102

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's ETW Position: Q1 2020 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2020, closing a stake of 18,254 shares — an estimated $189K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in ETW in Q4 2019 and held it in 1 quarter. The position peaked at $189K in Q4 2019. 122 funds tracked by Wall St. Rank hold ETW as of Q1 2020.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 18,254 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2020, an estimated $189K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2019 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $189K in Q4 2019.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2020.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2020, filed 27 Apr 2020.