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

Valeo 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
2021 Q2	–	Sell	-234	Closed	-$2K	–	911
2021 Q1	$2K	Hold	234	–	–	﹤0.01%	1789
2020 Q4	$2K	Hold	234	–	–	﹤0.01%	1510
2020 Q3	$2K	Hold	234	–	–	﹤0.01%	1398
2020 Q2	$2K	Hold	234	–	–	﹤0.01%	1747
2020 Q1	$2K	Hold	234	–	–	﹤0.01%	1513
2019 Q4	$2K	Hold	234	–	–	﹤0.01%	1447
2019 Q3	$2K	Hold	234	–	–	﹤0.01%	1372
2019 Q2	$2K	Hold	234	–	–	﹤0.01%	1395
2019 Q1	$2K	Hold	234	–	–	﹤0.01%	1346
2018 Q4	$2K	Sell	234 -100	-30%	-$1.07K	﹤0.01%	1272
2018 Q3	$4K	Buy	+334	New	+$4.01K	﹤0.01%	1264

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Valeo Financial Advisors's ETW Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2021, closing a stake of 234 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in ETW in Q3 2018 and held it in 11 quarters. The position peaked at $4K in Q3 2018. 118 funds tracked by Wall St. Rank hold ETW as of Q2 2021.

Valeo Financial Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 234 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2018 and held it in 11 quarters.
Valeo Financial Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $4K in Q3 2018.
118 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.