Cascadia Advisory Services’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Cascadia Advisory Services’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 Q3	$520K	Sell	46,140 -875	-2%	-$10.4K	0.11%	177
2021 Q2	$542K	Buy	47,015 +1,355	+3%	+$15.2K	0.12%	169
2021 Q1	$491K	Buy	+45,660	New	+$468K	0.11%	165
2020 Q3	$194K	Buy	21,660 +3,900	+22%	+$36K	0.05%	204
2020 Q2	$159K	Buy	+17,760	New	+$156K	0.05%	163

Other funds holding EXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cascadia Advisory Services's EXD Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) stake by 1.9% in Q3 2021, selling an estimated $10.4K and leaving 46,140 shares worth $520K. The position accounts for 0.11% of the portfolio, ranked #177.

Cascadia Advisory Services first reported a position in EXD in Q2 2020 and has held it in 5 quarters since. The position peaked at $542K in Q2 2021. 22 funds tracked by Wall St. Rank hold EXD as of Q3 2021.

Cascadia Advisory Services held 46,140 shares of Eaton Vance TaxManaged Buy-Write Strategy Fund worth $520K as of Q3 2021.
Cascadia Advisory Services sold 875 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2021, an estimated $10.4K.
Eaton Vance TaxManaged Buy-Write Strategy Fund made up 0.11% of Cascadia Advisory Services's portfolio in Q3 2021, its #177 holding.
Cascadia Advisory Services first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2020 and has held it in 5 quarters since.
Cascadia Advisory Services's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $542K in Q2 2021.
22 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.