SS
ETW

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

Simplicity Solutions’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
2019
Q1 		– Sell
-10,425
Closed -$99K – 767
2018
Q4 		$99K Buy
+10,425
New +$111K 0.01% 591

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Simplicity Solutions's ETW Position: Q1 2019 in Review

Simplicity Solutions sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2019, closing a stake of 10,425 shares — an estimated $99K sold.

Simplicity Solutions first reported a position in ETW in Q4 2018 and held it in 1 quarter. The position peaked at $99K in Q4 2018. 116 funds tracked by Wall St. Rank hold ETW as of Q1 2019.

  • Simplicity Solutions reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 10,425 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2019, an estimated $99K.
  • Simplicity Solutions first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $99K in Q4 2018.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.