VWA
ETW

V Wealth Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

V Wealth 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
2023
Q3 		– Sell
-13,488
Closed -$111K – 189
2023
Q2 		$111K Buy
13,488
+76
+0.6% +$617 0.02% 379
2023
Q1 		$108K Sell
13,412
-224
-2% -$1.8K 0.02% 372
2022
Q4 		$106K Buy
13,636
+80
+0.6% +$651 0.02% 356
2022
Q3 		$103K Buy
13,556
+88
+0.7% +$770 0.02% 364
2022
Q2 		$112K Buy
13,468
+80
+0.6% +$718 0.02% 396
2022
Q1 		$137K Buy
13,388
+68
+0.5% +$710 0.02% 427
2021
Q4 		$149K Buy
13,320
+62
+0.5% +$682 0.02% 441
2021
Q3 		$144K Buy
13,258
+60
+0.5% +$666 0.02% 468
2021
Q2 		$143K Buy
13,198
+810
+7% +$8.77K 0.02% 455
2021
Q1 		$127K Buy
12,388
+64
+0.5% +$632 0.02% 413
2020
Q4 		$119K Buy
+12,324
New +$112K 0.02% 373
2020
Q3 		– Sell
-11,192
Closed -$97K – 216
2020
Q2 		$97K Buy
11,192
+35
+0.3% +$284 0.03% 337
2020
Q1 		$83K Buy
11,157
+61
+0.5% +$570 0.03% 300
2019
Q4 		$107K Hold
11,096
– – 0.04% 290
2019
Q3 		$107K Buy
11,096
+29
+0.3% +$279 0.04% 292
2019
Q2 		$108K Buy
11,067
+28
+0.3% +$274 0.04% 267
2019
Q1 		$110K Sell
11,039
-3,288
-23% -$32K 0.04% 251
2018
Q4 		$140K Buy
14,327
+3,347
+30% +$35.8K 0.07% 207
2018
Q3 		$133K Buy
10,980
+26
+0.2% +$312 0.06% 220
2018
Q2 		$131K Buy
10,954
+26
+0.2% +$305 0.07% 193
2018
Q1 		$124K Sell
10,928
-574
-5% -$6.87K 0.07% 200
2017
Q4 		$142K Buy
11,502
+25
+0.2% +$296 0.07% 196
2017
Q3 		$137K Buy
11,477
+24
+0.2% +$281 0.07% 184
2017
Q2 		$131K Buy
11,453
+25
+0.2% +$283 0.06% 215
2017
Q1 		$124K Buy
11,428
+27
+0.2% +$289 0.08% 176
2016
Q4 		$114K Sell
11,401
-4,206
-27% -$44.3K 0.08% 164
2016
Q3 		$172K Buy
15,607
+475
+3% +$5.13K 0.14% 160
2016
Q2 		$158K Buy
15,132
+435
+3% +$4.56K 0.13% 155
2016
Q1 		$154K Buy
+14,697
New +$150K 0.12% 141

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

V Wealth Advisors's ETW Position: Q3 2023 in Review

V Wealth Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2023, closing a stake of 13,488 shares — an estimated $111K sold.

V Wealth Advisors first reported a position in ETW in Q1 2016 and held it in 29 quarters. The position peaked at $172K in Q3 2016. 145 funds tracked by Wall St. Rank hold ETW as of Q3 2023.

  • V Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 13,488 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2023, an estimated $111K.
  • V Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2016 and held it in 29 quarters.
  • V Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $172K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.