Cetera Advisor Networks’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Cetera Advisor Networks’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 Q3	–	Sell	-1,100	Closed	-$10K	–	3219
2020 Q2	$10K	Buy	+1,100	New	+$9.66K	﹤0.01%	2738
2016 Q4	–	Sell	-26,810	Closed	-$322K	–	1025
2016 Q3	$322K	Buy	26,810 +9,419	+54%	+$115K	0.01%	738
2016 Q2	$211K	Buy	+17,391	New	+$212K	0.01%	747

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

FAAS

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Cetera Advisor Networks's EXD Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q3 2020, closing a stake of 1,100 shares — an estimated $10K sold.

Cetera Advisor Networks first reported a position in EXD in Q2 2016 and held it in 3 quarters. The position peaked at $322K in Q3 2016. 22 funds tracked by Wall St. Rank hold EXD as of Q3 2020.

Cetera Advisor Networks reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 1,100 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2020, an estimated $10K.
Cetera Advisor Networks first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2016 and held it in 3 quarters.
Cetera Advisor Networks's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $322K in Q3 2016.
22 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.