GP
EXD

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

Girard 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
2017
Q3 		– Sell
-16,000
Closed -$182K – 273
2017
Q2 		$182K Buy
+16,000
New +$182K 0.04% 255

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Girard Partners's EXD Position: Q3 2017 in Review

Girard Partners sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q3 2017, closing a stake of 16,000 shares — an estimated $182K sold.

Girard Partners first reported a position in EXD in Q2 2017 and held it in 1 quarter. The position peaked at $182K in Q2 2017. 25 funds tracked by Wall St. Rank hold EXD as of Q3 2017.

  • Girard Partners reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q3 2017 after selling out during the quarter.
  • Girard Partners sold 16,000 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2017, an estimated $182K.
  • Girard Partners first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2017 and held it in 1 quarter.
  • Girard Partners's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $182K in Q2 2017.
  • 25 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2017.

Based on Girard Partners's 13F filing for Q3 2017, filed 8 Nov 2017.