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EXD

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

Ausdal Financial 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
2016
Q1 		– Sell
-300
Closed -$4K – 1084
2015
Q4 		$4K Buy
+300
New +$3.75K ﹤0.01% 1137

Other funds holding EXD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

Ausdal Financial Partners's EXD Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q1 2016, closing a stake of 300 shares — an estimated $4K sold.

Ausdal Financial Partners first reported a position in EXD in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 27 funds tracked by Wall St. Rank hold EXD as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 300 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q1 2016, an estimated $4K.
  • Ausdal Financial Partners first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $4K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.