Westside Investment Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Westside Investment Management’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
2020 Q2	–	Sell	-1,000	Closed	-$7	–	672
2020 Q1	$7	Buy	+1,000	New	+$9.35K	﹤0.01%	505
2019 Q2	$9	Buy	+1,000	New	+$9.78K	﹤0.01%	487
2018 Q4	$9.53K	Hold	1,000	–	–	﹤0.01%	479
2018 Q3	$12K	Hold	1,000	–	–	﹤0.01%	460
2018 Q2	$11.8K	Hold	1,000	–	–	﹤0.01%	523
2018 Q1	$11.3K	Hold	1,000	–	–	0.01%	520
2017 Q4	$12.2K	Hold	1,000	–	–	0.01%	524
2017 Q3	$11.8K	Hold	1,000	–	–	0.01%	510
2017 Q2	$11.5K	Hold	1,000	–	–	0.01%	499
2017 Q1	$10.9K	Sell	1,000 -500	-33%	-$5.35K	0.01%	472
2016 Q4	$14.4K	Buy	+1,500	New	+$15.8K	0.01%	331

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Westside Investment Management's ETW Position: Q2 2020 in Review

Westside Investment Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2020, closing a stake of 1,000 shares — an estimated $7 sold.

Westside Investment Management first reported a position in ETW in Q4 2016 and held it in 11 quarters. The position peaked at $14.4K in Q4 2016. 105 funds tracked by Wall St. Rank hold ETW as of Q2 2020.

Westside Investment Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Westside Investment Management sold 1,000 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2020, an estimated $7.
Westside Investment Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2016 and held it in 11 quarters.
Westside Investment Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $14.4K in Q4 2016.
105 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2020.

Based on Westside Investment Management's 13F filing for Q2 2020, filed 21 Jul 2020.