LOIM
ETW

Liberty One Investment Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Liberty One Investment 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
Q2 		– Sell
-38,936
Closed -$290K – 140
2020
Q1 		$290K Sell
38,936
-1,320
-3% -$12.3K 0.07% 107
2019
Q4 		$417K Buy
+40,256
New +$405K 0.09% 109

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Liberty One Investment Management's ETW Position: Q2 2020 in Review

Liberty One Investment Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2020, closing a stake of 38,936 shares — an estimated $290K sold.

Liberty One Investment Management first reported a position in ETW in Q4 2019 and held it in 2 quarters. The position peaked at $417K in Q4 2019. 105 funds tracked by Wall St. Rank hold ETW as of Q2 2020.

  • Liberty One Investment Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty One Investment Management sold 38,936 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2020, an estimated $290K.
  • Liberty One Investment Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2019 and held it in 2 quarters.
  • Liberty One Investment Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $417K in Q4 2019.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2020.

Based on Liberty One Investment Management's 13F filing for Q2 2020, filed 22 Jul 2020.