KFI
ETW

Key Financial Inc’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Key Financial Inc’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
2023
Q4 		– Sell
-467
Closed -$3.57K – 1333
2023
Q3 		$3.57K Hold
467
– – ﹤0.01% 1023
2023
Q2 		$3.84K Hold
467
– – ﹤0.01% 1030
2023
Q1 		$3.77K Hold
467
– – ﹤0.01% 862
2022
Q4 		$3.54K Hold
467
– – ﹤0.01% 854
2022
Q3 		$4K Hold
467
– – ﹤0.01% 823
2022
Q2 		$4K Hold
467
– – ﹤0.01% 831
2022
Q1 		$5K Hold
467
– – ﹤0.01% 781
2021
Q4 		$5K Hold
467
– – ﹤0.01% 710
2021
Q3 		$5K Hold
467
– – ﹤0.01% 697
2021
Q2 		$5K Hold
467
– – ﹤0.01% 681
2021
Q1 		$5K Hold
467
– – ﹤0.01% 593
2020
Q4 		$5K Buy
+467
New +$4.26K ﹤0.01% 551

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Key Financial Inc's ETW Position: Q4 2023 in Review

Key Financial Inc sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2023, closing a stake of 467 shares — an estimated $3.57K sold.

Key Financial Inc first reported a position in ETW in Q4 2020 and held it in 12 quarters. The position peaked at $5K in Q1 2022. 145 funds tracked by Wall St. Rank hold ETW as of Q4 2023.

  • Key Financial Inc reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 467 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2023, an estimated $3.57K.
  • Key Financial Inc first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2020 and held it in 12 quarters.
  • Key Financial Inc's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $5K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.