Stonebridge Financial Planning Group’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Stonebridge Financial Planning Group’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	-1,500	Closed	-$15K	–	184
2021 Q4	$15K	Hold	1,500	–	–	0.01%	314
2021 Q3	$17K	Hold	1,500	–	–	0.01%	308
2021 Q2	$17K	Hold	1,500	–	–	0.01%	310
2021 Q1	$16K	Sell	1,500 -10,000	-87%	-$98.7K	0.01%	321
2020 Q4	$111K	Hold	11,500	–	–	0.07%	141
2020 Q3	$99K	Sell	11,500 -5,000	-30%	-$44.2K	0.07%	136
2020 Q2	$145K	Sell	16,500 -852	-5%	-$6.92K	0.12%	108
2020 Q1	$138K	Hold	17,352	–	–	0.14%	98
2019 Q4	$180K	Buy	+17,352	New	+$175K	0.16%	96

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

Stonebridge Financial Planning Group's ETW Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2022, closing a stake of 1,500 shares — an estimated $15K sold.

Stonebridge Financial Planning Group first reported a position in ETW in Q4 2019 and held it in 9 quarters. The position peaked at $180K in Q4 2019. 125 funds tracked by Wall St. Rank hold ETW as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,500 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2022, an estimated $15K.
Stonebridge Financial Planning Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $180K in Q4 2019.
125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.