Creative Planning
EXD

Creative Planning’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Creative Planning’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
-11,601
Closed -$106K – 2194
2018
Q2 		$106K Buy
+11,601
New +$111K ﹤0.01% 1764

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Creative Planning's EXD Position: Q3 2018 in Review

Creative Planning sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q3 2018, closing a stake of 11,601 shares — an estimated $106K sold.

Creative Planning first reported a position in EXD in Q2 2018 and held it in 1 quarter. The position peaked at $106K in Q2 2018. 29 funds tracked by Wall St. Rank hold EXD as of Q3 2018.

  • Creative Planning reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q3 2018 after selling out during the quarter.
  • Creative Planning sold 11,601 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2018, an estimated $106K.
  • Creative Planning first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2018 and held it in 1 quarter.
  • Creative Planning's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $106K in Q2 2018.
  • 29 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.