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ETW

Wilbanks Smith & Thomas Asset Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Wilbanks Smith & Thomas Asset 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
-10,455
Closed -$78K – 393
2020
Q1 		$78K Buy
10,455
+186
+2% +$1.74K 0.01% 359
2019
Q4 		$106K Buy
10,269
+159
+2% +$1.6K 0.01% 410
2019
Q3 		$98K Buy
+10,110
New +$97.3K 0.01% 415
2018
Q4 		– Sell
-9,440
Closed -$114K – 649
2018
Q3 		$114K Buy
+9,440
New +$113K 0.01% 512
2018
Q1 		– Sell
-13,318
Closed -$159K – 350
2017
Q4 		$159K Buy
13,318
+143
+1% +$1.69K 0.01% 335
2017
Q3 		$156K Buy
13,175
+141
+1% +$1.65K 0.01% 330
2017
Q2 		$148K Buy
13,034
+142
+1% +$1.61K 0.01% 324
2017
Q1 		$141K Buy
12,892
+153
+1% +$1.64K 0.01% 319
2016
Q4 		$128K Buy
12,739
+156
+1% +$1.64K 0.01% 300
2016
Q3 		$139K Buy
12,583
+147
+1% +$1.59K 0.01% 279
2016
Q2 		$129K Buy
12,436
+149
+1% +$1.56K 0.01% 281
2016
Q1 		$130K Buy
12,287
+150
+1% +$1.53K 0.02% 276
2015
Q4 		$136K Sell
12,137
-9
-0.1% -$103 0.01% 270
2015
Q3 		$130K Buy
12,146
+263
+2% +$3.06K 0.02% 258
2015
Q2 		$140K Buy
11,883
+117
+1% +$1.4K 0.01% 292
2015
Q1 		$140K Buy
11,766
+117
+1% +$1.36K 0.01% 294
2014
Q4 		$128K Buy
11,649
+111
+1% +$1.31K 0.01% 297
2014
Q3 		$140K Buy
+11,538
New +$146K 0.02% 276
2014
Q2 		– Sell
-11,334
Closed -$137K – 299
2014
Q1 		$137K Buy
+11,334
New +$136K 0.02% 273

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ETW Position: Q2 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2020, closing a stake of 10,455 shares — an estimated $78K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ETW in Q1 2014 and held it in 19 quarters. The position peaked at $159K in Q4 2017. 105 funds tracked by Wall St. Rank hold ETW as of Q2 2020.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 10,455 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2020, an estimated $78K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2014 and held it in 19 quarters.
  • Wilbanks Smith & Thomas Asset Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $159K in Q4 2017.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.