RG
ETW

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

Retirement 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
2024
Q1 		$2.54K Hold
310
– – ﹤0.01% 630
2023
Q4 		$2.41K Hold
310
– – ﹤0.01% 620
2023
Q3 		$2.37K Hold
310
– – ﹤0.01% 563
2023
Q2 		$2.55K Hold
310
– – ﹤0.01% 595
2023
Q1 		$3K Hold
310
– – ﹤0.01% 544
2022
Q4 		$2K Hold
310
– – ﹤0.01% 516
2022
Q3 		$2K Sell
310
-5,675
-95% -$49.7K ﹤0.01% 395
2022
Q2 		$50K Hold
5,985
– – 0.02% 212
2022
Q1 		$61K Hold
5,985
– – 0.02% 214
2021
Q4 		$67K Hold
5,985
– – 0.03% 200
2021
Q3 		$65K Hold
5,985
– – 0.03% 198
2021
Q2 		$65K Hold
5,985
– – 0.03% 207
2021
Q1 		$62K Buy
5,985
+310
+5% +$3.06K 0.03% 249
2020
Q4 		$54K Hold
5,675
– – 0.02% 254
2020
Q3 		$48K Hold
5,675
– – 0.03% 248
2020
Q2 		$49K Buy
+5,675
New +$46.1K 0.03% 235

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Retirement Group's ETW Position: Q1 2024 in Review

Retirement Group held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q1 2024 at 310 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Retirement Group first reported a position in ETW in Q2 2020 and has held it in 16 quarters since. The position peaked at $67K in Q4 2021. 144 funds tracked by Wall St. Rank hold ETW as of Q1 2024.

  • Retirement Group held 310 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $2.54K as of Q1 2024.
  • Retirement Group left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q1 2024.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #630 holding.
  • Retirement Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2020 and has held it in 16 quarters since.
  • Retirement Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $67K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.