AWA
EXD

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

Arkadios Wealth 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
2021
Q1 		– Sell
-89
Closed – – 1776
2020
Q4 		$0 Buy
+89
New +$850 ﹤0.01% 1506

Other funds holding EXD

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Arkadios Wealth Advisors's EXD Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q1 2021, closing a stake of 89 shares.

Arkadios Wealth Advisors first reported a position in EXD in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 20 funds tracked by Wall St. Rank hold EXD as of Q1 2021.

  • Arkadios Wealth Advisors reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q1 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 89 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q1 2021.
  • Arkadios Wealth Advisors first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $0 in Q4 2020.
  • 20 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.