Sentinel Pension Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Sentinel Pension 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
2022 Q1	–	Sell	-12,000	Closed	-$134K	–	94
2021 Q4	$134K	Buy	+12,000	New	+$132K	0.04%	101
2020 Q4	–	Sell	-12,000	Closed	-$102K	–	83
2020 Q3	$102K	Buy	+12,000	New	+$106K	0.04%	81

Other funds holding ETW

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sentinel Pension Advisors's ETW Position: Q1 2022 in Review

Sentinel Pension Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2022, closing a stake of 12,000 shares — an estimated $134K sold.

Sentinel Pension Advisors first reported a position in ETW in Q3 2020 and held it in 2 quarters. The position peaked at $134K in Q4 2021. 125 funds tracked by Wall St. Rank hold ETW as of Q1 2022.

Sentinel Pension Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Sentinel Pension Advisors sold 12,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2022, an estimated $134K.
Sentinel Pension Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2020 and held it in 2 quarters.
Sentinel Pension Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $134K in Q4 2021.
125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2022.

Based on Sentinel Pension Advisors's 13F filing for Q1 2022, filed 6 May 2022.