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

OTA 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
2022 Q2	–	Sell	-27,899	Closed	-$284K	–	104
2022 Q1	$284K	Buy	+27,899	New	+$291K	0.18%	71
2019 Q1	–	Sell	-46,293	Closed	-$441K	–	46
2018 Q4	$441K	Buy	+46,293	New	+$495K	0.21%	39
2018 Q2	–	Sell	-37,393	Closed	-$431K	–	73
2018 Q1	$431K	Buy	+37,393	New	+$447K	0.15%	43
2017 Q4	–	Sell	-76,967	Closed	-$911K	–	70
2017 Q3	$911K	Buy	+76,967	New	+$901K	0.5%	24
2017 Q1	–	Sell	-126,563	Closed	-$1.27M	–	68
2016 Q4	$1.27M	Buy	+126,563	New	+$1.33M	0.67%	20
2016 Q2	–	Sell	-23,099	Closed	-$243K	–	75
2016 Q1	$243K	Buy	+23,099	New	+$236K	0.42%	53
2015 Q2	$415K	Buy	+37,704	New	+$450K	0.29%	61
2015 Q1	–	Sell	-37,704	Closed	-$415K	–	71
2014 Q4	$415K	Sell	37,704 -20,116	-35%	-$238K	0.29%	61
2014 Q3	$737K	Buy	+57,820	New	+$732K	0.98%	29
2014 Q1	$229K	Buy	+19,002	New	+$227K	0.22%	57

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

OTA Financial Group's ETW Position: Q2 2022 in Review

OTA Financial Group sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2022, closing a stake of 27,899 shares — an estimated $284K sold.

OTA Financial Group first reported a position in ETW in Q1 2014 and held it in 10 quarters. The position peaked at $1.27M in Q4 2016. 124 funds tracked by Wall St. Rank hold ETW as of Q2 2022.

OTA Financial Group reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2022 after selling out during the quarter.
OTA Financial Group sold 27,899 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2022, an estimated $284K.
OTA Financial Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2014 and held it in 10 quarters.
OTA Financial Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $1.27M in Q4 2016.
124 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2022.

Based on OTA Financial Group's 13F filing for Q2 2022, filed 15 Jul 2022.