PFO
ETW

Pathstone Family Office’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-13,550
Closed -$105K – 1312
2022
Q4 		$105K Hold
13,550
– – ﹤0.01% 1441
2022
Q3 		$103K Buy
+13,550
New +$119K ﹤0.01% 1411

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pathstone Family Office's ETW Position: Q1 2023 in Review

Pathstone Family Office sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2023, closing a stake of 13,550 shares — an estimated $105K sold.

Pathstone Family Office first reported a position in ETW in Q3 2022 and held it in 2 quarters. The position peaked at $105K in Q4 2022. 133 funds tracked by Wall St. Rank hold ETW as of Q1 2023.

  • Pathstone Family Office reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 13,550 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2023, an estimated $105K.
  • Pathstone Family Office first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2022 and held it in 2 quarters.
  • Pathstone Family Office's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $105K in Q4 2022.
  • 133 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.