GI
EXD

Gradient Investments’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Gradient Investments’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
2023
Q1 		– Sell
-920
Closed -$8.46K – 1668
2022
Q4 		$8.46K Buy
+920
New +$9K ﹤0.01% 842

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Gradient Investments's EXD Position: Q1 2023 in Review

Gradient Investments sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q1 2023, closing a stake of 920 shares — an estimated $8.46K sold.

Gradient Investments first reported a position in EXD in Q4 2022 and held it in 1 quarter. The position peaked at $8.46K in Q4 2022. 21 funds tracked by Wall St. Rank hold EXD as of Q1 2023.

  • Gradient Investments reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q1 2023 after selling out during the quarter.
  • Gradient Investments sold 920 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q1 2023, an estimated $8.46K.
  • Gradient Investments first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2022 and held it in 1 quarter.
  • Gradient Investments's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $8.46K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.