MAFM
ETW

Mid Atlantic Financial Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$218K Buy
20,200
+2,700
+15% +$30K 0.01% 792
2021
Q2 		$191K Buy
+17,500
New +$190K 0.01% 856

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mid Atlantic Financial Management's ETW Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 15% in Q3 2021, buying an estimated $30K and bringing the position to 20,200 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #792.

Mid Atlantic Financial Management first reported a position in ETW in Q2 2021 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold ETW as of Q3 2021.

  • Mid Atlantic Financial Management held 20,200 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $218K as of Q3 2021.
  • Mid Atlantic Financial Management bought 2,700 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2021, an estimated $30K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #792 holding.
  • Mid Atlantic Financial Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2021 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.