Benjamin F. Edwards & Company’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Benjamin F. Edwards & Company’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	-510	Closed	-$5K	–	1754
2020 Q4	$5K	Hold	510	–	–	﹤0.01%	1429
2020 Q3	$5K	Hold	510	–	–	﹤0.01%	1457
2020 Q2	$5K	Hold	510	–	–	﹤0.01%	1456
2020 Q1	$4K	Buy	+510	New	+$4.8K	﹤0.01%	1516

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

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

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

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

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

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

CAS

Cascadia Advisory Services Portland, Oregon $493M AUM

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

Benjamin F. Edwards & Company's EXD Position: Q1 2021 in Review

Benjamin F. Edwards & Company sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q1 2021, closing a stake of 510 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in EXD in Q1 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 20 funds tracked by Wall St. Rank hold EXD as of Q1 2021.

Benjamin F. Edwards & Company reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q1 2021 after selling out during the quarter.
Benjamin F. Edwards & Company sold 510 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q1 2021, an estimated $5K.
Benjamin F. Edwards & Company first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2020 and held it in 4 quarters.
Benjamin F. Edwards & Company's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $5K in Q4 2020.
20 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q1 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2021, filed 14 May 2021.