Cetera Investment Advisers
EXD

Cetera Investment Advisers’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Cetera Investment Advisers’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 		– Sell
-32,926
Closed -$380K – 1891
2021
Q2 		$380K Sell
32,926
-9,000
-21% -$101K 0.01% 1275
2021
Q1 		$451K Sell
41,926
-4,474
-10% -$45.9K 0.01% 1036
2020
Q4 		$459K Buy
+46,400
New +$443K 0.01% 997

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Cetera Investment Advisers's EXD Position: Q3 2021 in Review

Cetera Investment Advisers sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q3 2021, closing a stake of 32,926 shares — an estimated $380K sold.

Cetera Investment Advisers first reported a position in EXD in Q4 2020 and held it in 3 quarters. The position peaked at $459K in Q4 2020. 22 funds tracked by Wall St. Rank hold EXD as of Q3 2021.

  • Cetera Investment Advisers reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q3 2021 after selling out during the quarter.
  • Cetera Investment Advisers sold 32,926 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2021, an estimated $380K.
  • Cetera Investment Advisers first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2020 and held it in 3 quarters.
  • Cetera Investment Advisers's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $459K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2021.

Based on Cetera Investment Advisers's 13F filing for Q3 2021, filed 16 Nov 2021.