FHA
EXD

First Horizon Advisors’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

First Horizon Advisors’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
2014
Q3 		– Sell
-640
Closed -$9K – 1609
2014
Q2 		$9K Hold
640
– – ﹤0.01% 1079
2014
Q1 		$9K Hold
640
– – ﹤0.01% 1000
2013
Q4 		$9K Buy
+640
New +$9.39K ﹤0.01% 967

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Horizon Advisors's EXD Position: Q3 2014 in Review

First Horizon Advisors sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q3 2014, closing a stake of 640 shares — an estimated $9K sold.

First Horizon Advisors first reported a position in EXD in Q4 2013 and held it in 3 quarters. The position peaked at $9K in Q2 2014. 15 funds tracked by Wall St. Rank hold EXD as of Q3 2014.

  • First Horizon Advisors reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q3 2014 after selling out during the quarter.
  • First Horizon Advisors sold 640 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2014, an estimated $9K.
  • First Horizon Advisors first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2013 and held it in 3 quarters.
  • First Horizon Advisors's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $9K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2014.

Based on First Horizon Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.