Advisor Group’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Advisor Group’s Portfolio EXD Stock Details EXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-889	Closed	-$8K	–	5503
2019 Q3	$8K	Sell	889 -1,987	-69%	-$18.9K	﹤0.01%	4473
2019 Q2	$27K	Buy	2,876 +13	+0.5%	+$122	﹤0.01%	3789
2019 Q1	$27K	Buy	2,863 +4	+0.1%	+$37	﹤0.01%	3814
2018 Q4	$24K	Sell	2,859 -465	-14%	-$4.01K	﹤0.01%	3702
2018 Q3	$29K	Sell	3,324 -4,098	-55%	-$36.9K	﹤0.01%	3663
2018 Q2	$68K	Buy	7,422 +36	+0.5%	+$344	﹤0.01%	2844
2018 Q1	$71K	Sell	7,386 -5,605	-43%	-$54.8K	﹤0.01%	2815
2017 Q4	$133K	Buy	12,991 +10,991	+550%	+$124K	﹤0.01%	2343
2017 Q3	$23K	Buy	+2,000	New	+$23.1K	﹤0.01%	3490

Other funds holding EXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's EXD Position: Q4 2019 in Review

Advisor Group sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2019, closing a stake of 889 shares — an estimated $8K sold.

Advisor Group first reported a position in EXD in Q3 2017 and held it in 9 quarters. The position peaked at $133K in Q4 2017. 23 funds tracked by Wall St. Rank hold EXD as of Q4 2019.

Advisor Group reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2019 after selling out during the quarter.
Advisor Group sold 889 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2019, an estimated $8K.
Advisor Group first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q3 2017 and held it in 9 quarters.
Advisor Group's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $133K in Q4 2017.
23 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.