SG
ETW

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

StoneX 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
2023
Q2 		– Sell
-10,877
Closed -$87.9K – 392
2023
Q1 		$87.9K Buy
+10,877
New +$87.2K 0.05% 316

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

StoneX Group's ETW Position: Q2 2023 in Review

StoneX Group sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2023, closing a stake of 10,877 shares — an estimated $87.9K sold.

StoneX Group first reported a position in ETW in Q1 2023 and held it in 1 quarter. The position peaked at $87.9K in Q1 2023. 135 funds tracked by Wall St. Rank hold ETW as of Q2 2023.

  • StoneX Group reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • StoneX Group sold 10,877 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2023, an estimated $87.9K.
  • StoneX Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • StoneX Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $87.9K in Q1 2023.
  • 135 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2023.

Based on StoneX Group's 13F filing for Q2 2023, filed 14 Aug 2023.