CYG
EXD

Clean Yield Group’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Clean Yield Group’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
2019
Q1 		– Sell
-11,100
Closed -$102K – 347
2018
Q4 		$95K Buy
+11,100
New +$95.7K 0.04% 157

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clean Yield Group's EXD Position: Q1 2019 in Review

Clean Yield Group sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q1 2019, closing a stake of 11,100 shares — an estimated $102K sold.

Clean Yield Group first reported a position in EXD in Q4 2018 and held it in 1 quarter. The position peaked at $95K in Q4 2018. 28 funds tracked by Wall St. Rank hold EXD as of Q1 2019.

  • Clean Yield Group reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q1 2019 after selling out during the quarter.
  • Clean Yield Group sold 11,100 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q1 2019, an estimated $102K.
  • Clean Yield Group first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2018 and held it in 1 quarter.
  • Clean Yield Group's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $95K in Q4 2018.
  • 28 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q1 2019.

Based on Clean Yield Group's 13F filing for Q1 2019, filed 24 Apr 2019.