SWM
ETW

Scissortail Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Scissortail Wealth Management’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 		– Sell
-29,847
Closed -$235K – 159
2023
Q4 		$235K Buy
+29,847
New +$226K 0.07% 139
2023
Q1 		– Sell
-31,000
Closed -$253K – 74
2022
Q4 		$253K Buy
+31,000
New +$252K 0.15% 96

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

Scissortail Wealth Management's ETW Position: Q1 2024 in Review

Scissortail Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2024, closing a stake of 29,847 shares — an estimated $235K sold.

Scissortail Wealth Management first reported a position in ETW in Q4 2022 and held it in 2 quarters. The position peaked at $253K in Q4 2022. 144 funds tracked by Wall St. Rank hold ETW as of Q1 2024.

  • Scissortail Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 29,847 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2024, an estimated $235K.
  • Scissortail Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $253K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.