MA
ETW

Mutual Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Mutual Advisors’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
Q2 		– Sell
-80,461
Closed -$650K – 1019
2023
Q1 		$650K Sell
80,461
-200
-0.2% -$1.6K 0.03% 550
2022
Q4 		$626K Sell
80,661
-13,817
-15% -$112K 0.03% 533
2022
Q3 		$715K Sell
94,478
-2,479
-3% -$21.7K 0.04% 464
2022
Q2 		$806K Buy
96,957
+2,236
+2% +$20.1K 0.05% 395
2022
Q1 		$966K Buy
94,721
+10,137
+12% +$106K 0.05% 386
2021
Q4 		$946K Buy
84,584
+23,257
+38% +$256K 0.05% 401
2021
Q3 		$663K Buy
61,327
+13,414
+28% +$149K 0.04% 470
2021
Q2 		$522K Buy
47,913
+16,028
+50% +$174K 0.03% 511
2021
Q1 		$329K Sell
31,885
-2,026
-6% -$20K 0.02% 611
2020
Q4 		$328K Sell
33,911
-4,087
-11% -$37.3K 0.02% 580
2020
Q3 		$325K Buy
37,998
+11,580
+44% +$102K 0.03% 521
2020
Q2 		$229K Sell
26,418
-109
-0.4% -$886 0.02% 568
2020
Q1 		$198K Sell
26,527
-2,526
-9% -$23.6K 0.03% 507
2019
Q4 		$301K Buy
29,053
+3,378
+13% +$34K 0.03% 459
2019
Q3 		$248K Buy
25,675
+435
+2% +$4.19K 0.03% 463
2019
Q2 		$247K Buy
25,240
+249
+1% +$2.43K 0.03% 488
2019
Q1 		$244K Sell
24,991
-1,256
-5% -$12.2K 0.04% 402
2018
Q4 		$250K Sell
26,247
-316
-1% -$3.38K 0.05% 363
2018
Q3 		$320K Buy
26,563
+1,650
+7% +$19.8K 0.05% 355
2018
Q2 		$294K Buy
24,913
+1,800
+8% +$21.1K 0.07% 330
2018
Q1 		$267K Buy
23,113
+2,049
+10% +$24.5K 0.07% 335
2017
Q4 		$251K Buy
+21,064
New +$249K 0.09% 237

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mutual Advisors's ETW Position: Q2 2023 in Review

Mutual Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2023, closing a stake of 80,461 shares — an estimated $650K sold.

Mutual Advisors first reported a position in ETW in Q4 2017 and held it in 22 quarters. The position peaked at $966K in Q1 2022. 135 funds tracked by Wall St. Rank hold ETW as of Q2 2023.

  • Mutual Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Mutual Advisors sold 80,461 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2023, an estimated $650K.
  • Mutual Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2017 and held it in 22 quarters.
  • Mutual Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $966K in Q1 2022.
  • 135 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2023.

Based on Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.