Clough Capital Partners’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Clough Capital Partners’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 Q4	–	Sell	-61,500	Closed	-$585K	–	133
2019 Q3	$585K	Buy	+61,500	New	+$587K	0.05%	87
2018 Q1	–	Sell	-20,618	Closed	-$211K	–	159
2017 Q4	$211K	Buy	+20,618	New	+$232K	0.02%	124
2016 Q4	–	Sell	-40,163	Closed	-$483K	–	204
2016 Q3	$483K	Sell	40,163 -4,437	-10%	-$54.1K	0.03%	151
2016 Q2	$545K	Buy	44,600 +24,700	+124%	+$301K	0.03%	155
2016 Q1	$245K	Buy	+19,900	New	+$247K	0.01%	193
2015 Q4	–	Sell	-25,100	Closed	-$306K	–	238
2015 Q3	$306K	Buy	25,100 +7,600	+43%	+$96.3K	0.01%	157
2015 Q2	$226K	Buy	+17,500	New	+$226K	0.01%	168

Other funds holding EXD

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

FAAS

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Clough Capital Partners's EXD Position: Q4 2019 in Review

Clough Capital Partners sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2019, closing a stake of 61,500 shares — an estimated $585K sold.

Clough Capital Partners first reported a position in EXD in Q2 2015 and held it in 7 quarters. The position peaked at $585K in Q3 2019. 23 funds tracked by Wall St. Rank hold EXD as of Q4 2019.

Clough Capital Partners reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2019 after selling out during the quarter.
Clough Capital Partners sold 61,500 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2019, an estimated $585K.
Clough Capital Partners first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2015 and held it in 7 quarters.
Clough Capital Partners's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $585K in Q3 2019.
23 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2019.

Based on Clough Capital Partners's 13F filing for Q4 2019, filed 14 Feb 2020.