Syverson Strege & Co’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Syverson Strege & Co’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	-889	Closed	-$7.18K	–	247
2023 Q1	$7.18K	Buy	889 +19	+2%	+$152	﹤0.01%	291
2022 Q4	$6.75K	Buy	870 +20	+2%	+$163	﹤0.01%	208
2022 Q3	$6K	Buy	850 +21	+3%	+$184	﹤0.01%	203
2022 Q2	$7K	Buy	829 +20	+2%	+$179	﹤0.01%	241
2022 Q1	$8K	Buy	809 +17	+2%	+$177	0.01%	212
2021 Q4	$9K	Buy	792 +16	+2%	+$176	0.01%	207
2021 Q3	$8K	Buy	776 +15	+2%	+$166	0.01%	263
2021 Q2	$8K	Buy	761 +15	+2%	+$162	0.01%	209
2021 Q1	$8K	Buy	746 +16	+2%	+$158	0.01%	204
2020 Q4	$7K	Buy	+730	New	+$6.66K	0.01%	189

Other funds holding ETW

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Syverson Strege & Co's ETW Position: Q2 2023 in Review

Syverson Strege & Co sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2023, closing a stake of 889 shares — an estimated $7.18K sold.

Syverson Strege & Co first reported a position in ETW in Q4 2020 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 135 funds tracked by Wall St. Rank hold ETW as of Q2 2023.

Syverson Strege & Co reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 889 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2023, an estimated $7.18K.
Syverson Strege & Co first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $9K in Q4 2021.
135 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.