Barclays
EXD

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

Barclays’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
2020
Q4 		– Sell
-15
Closed – – 5230
2020
Q3 		$0 Buy
+15
New +$138 ﹤0.01% 5718

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Barclays's EXD Position: Q4 2020 in Review

Barclays sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2020, closing a stake of 15 shares.

Barclays first reported a position in EXD in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 23 funds tracked by Wall St. Rank hold EXD as of Q4 2020.

  • Barclays reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2020 after selling out during the quarter.
  • Barclays sold 15 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2020.
  • Barclays first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q3 2020 and held it in 1 quarter.
  • Barclays's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $0 in Q3 2020.
  • 23 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2020.

Based on Barclays's 13F filing for Q4 2020, filed 11 Feb 2021.