Running Point Capital Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Running Point Capital 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
2023 Q1	–	Sell	-15,000	Closed	-$116K	–	167
2022 Q4	$116K	Hold	15,000	–	–	0.07%	130
2022 Q3	$114K	Hold	15,000	–	–	0.08%	120
2022 Q2	$125K	Hold	15,000	–	–	0.08%	112
2022 Q1	$153K	Buy	+15,000	New	+$157K	0.09%	107

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Running Point Capital Advisors's ETW Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2023, closing a stake of 15,000 shares — an estimated $116K sold.

Running Point Capital Advisors first reported a position in ETW in Q1 2022 and held it in 4 quarters. The position peaked at $153K in Q1 2022. 133 funds tracked by Wall St. Rank hold ETW as of Q1 2023.

Running Point Capital Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 15,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2023, an estimated $116K.
Running Point Capital Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $153K in Q1 2022.
133 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.