S
ETW

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

SignatureFD’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
Q3 		– Sell
-1,603
Closed -$13.2K – 3225
2023
Q2 		$13.2K Hold
1,603
– – ﹤0.01% 2116
2023
Q1 		$13K Hold
1,603
– – ﹤0.01% 2090
2022
Q4 		$12.4K Buy
1,603
+28
+2% +$228 ﹤0.01% 2039
2022
Q3 		$12K Buy
1,575
+39
+3% +$341 ﹤0.01% 1981
2022
Q2 		$13K Buy
1,536
+35
+2% +$314 ﹤0.01% 1986
2022
Q1 		$15K Buy
1,501
+31
+2% +$324 ﹤0.01% 1976
2021
Q4 		$16K Buy
1,470
+30
+2% +$330 ﹤0.01% 1876
2021
Q3 		$16K Buy
1,440
+28
+2% +$311 ﹤0.01% 1853
2021
Q2 		$15K Buy
1,412
+28
+2% +$303 ﹤0.01% 1833
2021
Q1 		$14K Buy
1,384
+31
+2% +$306 ﹤0.01% 1703
2020
Q4 		$13K Buy
1,353
+32
+2% +$292 ﹤0.01% 1600
2020
Q3 		$11K Buy
1,321
+32
+2% +$283 ﹤0.01% 1599
2020
Q2 		$11K Buy
1,289
+53
+4% +$431 ﹤0.01% 1536
2020
Q1 		$9K Buy
1,236
+9
+0.7% +$84 ﹤0.01% 1511
2019
Q4 		$13K Buy
1,227
+27
+2% +$272 ﹤0.01% 1392
2019
Q3 		$12K Buy
1,200
+26
+2% +$250 ﹤0.01% 1387
2019
Q2 		$11K Buy
1,174
+26
+2% +$254 ﹤0.01% 1379
2019
Q1 		$11K Buy
1,148
+28
+3% +$272 ﹤0.01% 1384
2018
Q4 		$11K Buy
1,120
+28
+3% +$299 ﹤0.01% 1325
2018
Q3 		$13K Buy
1,092
+26
+2% +$312 ﹤0.01% 1304
2018
Q2 		$13K Buy
+1,066
New +$12.5K ﹤0.01% 1306
2016
Q4 		– Sell
-896
Closed -$10K – 545
2016
Q3 		$10K Sell
896
-2,114
-70% -$22.8K ﹤0.01% 1012
2016
Q2 		$31K Sell
3,010
-2,200
-42% -$23.1K ﹤0.01% 594
2016
Q1 		$55K Buy
5,210
+725
+16% +$7.4K 0.01% 409
2015
Q4 		$50K Buy
+4,485
New +$51.5K 0.01% 367

Other funds holding ETW

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SignatureFD's ETW Position: Q3 2023 in Review

SignatureFD sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2023, closing a stake of 1,603 shares — an estimated $13.2K sold.

SignatureFD first reported a position in ETW in Q4 2015 and held it in 25 quarters. The position peaked at $55K in Q1 2016. 145 funds tracked by Wall St. Rank hold ETW as of Q3 2023.

  • SignatureFD reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • SignatureFD sold 1,603 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2023, an estimated $13.2K.
  • SignatureFD first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2015 and held it in 25 quarters.
  • SignatureFD's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $55K in Q1 2016.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2023.

Based on SignatureFD's 13F filing for Q3 2023, filed 3 Nov 2023.