NFG
ETW

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

Next Financial 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
2021
Q1 		– Sell
-22,800
Closed -$221K – 2552
2020
Q4 		$221K Hold
22,800
– – 0.02% 678
2020
Q3 		$195K Sell
22,800
-2,400
-10% -$21.2K 0.02% 628
2020
Q2 		$218K Buy
25,200
+24,800
+6,200% +$201K 0.03% 512
2020
Q1 		$3K Hold
400
– – ﹤0.01% 1821
2019
Q4 		$4K Sell
400
-10,000
-96% -$101K ﹤0.01% 2009
2019
Q3 		$100K Buy
+10,400
New +$100K 0.01% 907
2017
Q4 		– Sell
-1,900
Closed -$22K – 585
2017
Q3 		$22K Sell
1,900
-2,000
-51% -$23.4K 0.01% 940
2017
Q2 		$44K Buy
3,900
+1,000
+34% +$11.3K 0.01% 821
2017
Q1 		$33K Buy
+2,900
New +$31K 0.01% 858
2016
Q4 		– Sell
-9,016
Closed -$99K – 2415
2016
Q3 		$99K Sell
9,016
-4,310
-32% -$46.5K 0.02% 669
2016
Q2 		$138K Buy
13,326
+2,452
+23% +$25.7K 0.04% 377
2016
Q1 		$114K Buy
10,874
+5,959
+121% +$60.8K 0.04% 392
2015
Q4 		$55K Buy
4,915
+470
+11% +$5.39K 0.02% 595
2015
Q3 		$47K Buy
4,445
+68
+2% +$790 0.02% 647
2015
Q2 		$51K Buy
4,377
+63
+1% +$753 0.02% 657
2015
Q1 		$51K Buy
+4,314
New +$50.2K 0.02% 652
2014
Q4 		– Sell
-1,975
Closed -$24K – 2011
2014
Q3 		$24K Hold
1,975
– – ﹤0.01% 1301
2014
Q2 		$25K Buy
+1,975
New +$24.6K 0.01% 523

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Next Financial Group's ETW Position: Q1 2021 in Review

Next Financial Group sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2021, closing a stake of 22,800 shares — an estimated $221K sold.

Next Financial Group first reported a position in ETW in Q2 2014 and held it in 18 quarters. The position peaked at $221K in Q4 2020. 121 funds tracked by Wall St. Rank hold ETW as of Q1 2021.

  • Next Financial Group reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 22,800 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2021, an estimated $221K.
  • Next Financial Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2014 and held it in 18 quarters.
  • Next Financial Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $221K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.