BBPWM
EXD

Blue Bell Private Wealth Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Blue Bell Private Wealth Management’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
Q2 		– Sell
-5,397
Closed -$41K – 210
2020
Q1 		$41K Buy
+5,397
New +$50.8K 0.02% 105

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Blue Bell Private Wealth Management's EXD Position: Q2 2020 in Review

Blue Bell Private Wealth Management sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2020, closing a stake of 5,397 shares — an estimated $41K sold.

Blue Bell Private Wealth Management first reported a position in EXD in Q1 2020 and held it in 1 quarter. The position peaked at $41K in Q1 2020. 24 funds tracked by Wall St. Rank hold EXD as of Q2 2020.

  • Blue Bell Private Wealth Management reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 5,397 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2020, an estimated $41K.
  • Blue Bell Private Wealth Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2020 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $41K in Q1 2020.
  • 24 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2020, filed 30 Jul 2020.