RIG
ETW

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

RiverFront Investment 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
2023
Q4 		– Sell
-18,600
Closed -$142K – 121
2023
Q3 		$142K Buy
+18,600
New +$149K 0.01% 109

Other funds holding ETW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

RiverFront Investment Group's ETW Position: Q4 2023 in Review

RiverFront Investment Group sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2023, closing a stake of 18,600 shares — an estimated $142K sold.

RiverFront Investment Group first reported a position in ETW in Q3 2023 and held it in 1 quarter. The position peaked at $142K in Q3 2023. 145 funds tracked by Wall St. Rank hold ETW as of Q4 2023.

  • RiverFront Investment Group reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • RiverFront Investment Group sold 18,600 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2023, an estimated $142K.
  • RiverFront Investment Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2023 and held it in 1 quarter.
  • RiverFront Investment Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $142K in Q3 2023.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2023.

Based on RiverFront Investment Group's 13F filing for Q4 2023, filed 5 Feb 2024.