RIA
ETW

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

Realta Investment 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
2020
Q1 		– Sell
-3,000
Closed -$31K – 628
2019
Q4 		$31K Hold
3,000
– – 0.01% 793
2019
Q3 		$29K Sell
3,000
-600
-17% -$5.78K 0.01% 811
2019
Q2 		$35K Buy
+3,600
New +$35.2K 0.01% 762

Other funds holding ETW

Bank of America
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Realta Investment Advisors's ETW Position: Q1 2020 in Review

Realta Investment Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2020, closing a stake of 3,000 shares — an estimated $31K sold.

Realta Investment Advisors first reported a position in ETW in Q2 2019 and held it in 3 quarters. The position peaked at $35K in Q2 2019. 122 funds tracked by Wall St. Rank hold ETW as of Q1 2020.

  • Realta Investment Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 3,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2020, an estimated $31K.
  • Realta Investment Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $35K in Q2 2019.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.