RICHC
ETW

Renaissance Investment Consultants Holding Company’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Renaissance Investment Consultants Holding Company’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
Q3 		$202K Sell
22,119
-1,900
-8% -$16.8K 0.19% 78
2020
Q2 		$210K Sell
24,019
-4,564
-16% -$37.1K 0.23% 77
2020
Q1 		$213K Sell
28,583
-489
-2% -$4.57K 0.3% 75
2019
Q4 		$297K Buy
+29,072
New +$292K 0.34% 71

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's ETW Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company reduced its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 7.9% in Q3 2020, selling an estimated $16.8K and leaving 22,119 shares worth $202K. The position accounts for 0.19% of the portfolio, ranked #78.

Renaissance Investment Consultants Holding Company first reported a position in ETW in Q4 2019 and has held it in 4 quarters since. The position peaked at $297K in Q4 2019. 106 funds tracked by Wall St. Rank hold ETW as of Q3 2020.

  • Renaissance Investment Consultants Holding Company held 22,119 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $202K as of Q3 2020.
  • Renaissance Investment Consultants Holding Company sold 1,900 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2020, an estimated $16.8K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.19% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #78 holding.
  • Renaissance Investment Consultants Holding Company first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2019 and has held it in 4 quarters since.
  • Renaissance Investment Consultants Holding Company's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $297K in Q4 2019.
  • 106 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.