Ancora Advisors’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Ancora Advisors’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
2018 Q4	–	Sell	-500	Closed	-$4K	–	1233
2018 Q3	$4K	Buy	+500	New	+$4.5K	﹤0.01%	1275
2017 Q1	–	Sell	-500	Closed	-$6K	–	1126
2016 Q4	$6K	Buy	+500	New	+$5.91K	﹤0.01%	1108
2015 Q3	–	Sell	-180,500	Closed	-$2.33M	–	525
2015 Q2	$2.33M	Buy	+180,500	New	+$2.33M	0.27%	100

Other funds holding EXD

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FAAS

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

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

Ancora Advisors's EXD Position: Q4 2018 in Review

Ancora Advisors sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2018, closing a stake of 500 shares — an estimated $4K sold.

Ancora Advisors first reported a position in EXD in Q2 2015 and held it in 3 quarters. The position peaked at $2.33M in Q2 2015. 31 funds tracked by Wall St. Rank hold EXD as of Q4 2018.

Ancora Advisors reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2018 after selling out during the quarter.
Ancora Advisors sold 500 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2018, an estimated $4K.
Ancora Advisors first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2015 and held it in 3 quarters.
Ancora Advisors's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $2.33M in Q2 2015.
31 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.