Americana Partners’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Americana Partners’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
2022 Q2	–	Sell	-17,723	Closed	-$208K	–	277
2022 Q1	$208K	Sell	17,723 -1,000	-5%	-$11.7K	0.06%	212
2021 Q4	$228K	Buy	18,723 +5,000	+36%	+$59.7K	0.04%	231
2021 Q3	$154K	Buy	+13,723	New	+$163K	0.04%	234

Other funds holding EXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Americana Partners's EXD Position: Q2 2022 in Review

Americana Partners sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2022, closing a stake of 17,723 shares — an estimated $208K sold.

Americana Partners first reported a position in EXD in Q3 2021 and held it in 3 quarters. The position peaked at $228K in Q4 2021. 23 funds tracked by Wall St. Rank hold EXD as of Q2 2022.

Americana Partners reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2022 after selling out during the quarter.
Americana Partners sold 17,723 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2022, an estimated $208K.
Americana Partners first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q3 2021 and held it in 3 quarters.
Americana Partners's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $228K in Q4 2021.
23 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2022.

Based on Americana Partners's 13F filing for Q2 2022, filed 15 Aug 2022.