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

Patriot Financial Group Insurance Agency’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 Q1	–	Sell	-995	Closed	-$11K	–	2098
2021 Q4	$11K	Hold	995	–	–	﹤0.01%	1449
2021 Q3	$11K	Hold	995	–	–	﹤0.01%	1431
2021 Q2	$11K	Hold	995	–	–	﹤0.01%	1407
2021 Q1	$10K	Hold	995	–	–	﹤0.01%	1348
2020 Q4	$10K	Buy	+995	New	+$9.07K	﹤0.01%	1210

Other funds holding ETW

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 New York $1.66T AUM 25.57% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ETW Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2022, closing a stake of 995 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in ETW in Q4 2020 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 125 funds tracked by Wall St. Rank hold ETW as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 995 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2022, an estimated $11K.
Patriot Financial Group Insurance Agency first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $11K in Q4 2021.
125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.