United Capital Financial Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

United Capital Financial Advisors’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 Q2	–	Sell	-13,916	Closed	-$142K	–	1140
2022 Q1	$142K	Sell	13,916 -500	-3%	-$5.22K	﹤0.01%	1121
2021 Q4	$161K	Buy	+14,416	New	+$159K	﹤0.01%	1165
2020 Q4	–	Sell	-11,776	Closed	-$101K	–	1203
2020 Q3	$101K	Buy	11,776 +380	+3%	+$3.36K	﹤0.01%	1115
2020 Q2	$99K	Hold	11,396	–	–	﹤0.01%	1142
2020 Q1	$85K	Hold	11,396	–	–	﹤0.01%	1131
2019 Q4	$118K	Hold	11,396	–	–	﹤0.01%	1320
2019 Q3	$110K	Hold	11,396	–	–	﹤0.01%	1239
2019 Q2	$112K	Buy	+11,396	New	+$111K	﹤0.01%	1404
2016 Q3	–	Sell	-17,016	Closed	-$170K	–	1270
2016 Q2	$170K	Buy	+17,016	New	+$178K	﹤0.01%	1186

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

United Capital Financial Advisors's ETW Position: Q2 2022 in Review

United Capital Financial Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2022, closing a stake of 13,916 shares — an estimated $142K sold.

United Capital Financial Advisors first reported a position in ETW in Q2 2016 and held it in 9 quarters. The position peaked at $170K in Q2 2016. 124 funds tracked by Wall St. Rank hold ETW as of Q2 2022.

United Capital Financial Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 13,916 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2022, an estimated $142K.
United Capital Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2016 and held it in 9 quarters.
United Capital Financial Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $170K in Q2 2016.
124 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.