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

Centaurus Financial’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
2018 Q3	–	Sell	-333	Closed	-$3K	–	2195
2018 Q2	$3K	Buy	+333	New	+$3.18K	﹤0.01%	1961

Other funds holding EXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Centaurus Financial's EXD Position: Q3 2018 in Review

Centaurus Financial sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q3 2018, closing a stake of 333 shares — an estimated $3K sold.

Centaurus Financial first reported a position in EXD in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 29 funds tracked by Wall St. Rank hold EXD as of Q3 2018.

Centaurus Financial reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q3 2018 after selling out during the quarter.
Centaurus Financial sold 333 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2018, an estimated $3K.
Centaurus Financial first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2018 and held it in 1 quarter.
Centaurus Financial's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $3K in Q2 2018.
29 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.