Ground Swell Capital’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Ground Swell Capital’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	$8K	Buy	+545	New	+$7.5K	0.02%	1206

Other funds holding EXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ground Swell Capital's EXD Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q3 2014: 545 shares worth $8K. The stake represents 0.02% of the portfolio and ranks #1206 among its holdings.

15 funds tracked by Wall St. Rank hold EXD as of Q3 2014.

Ground Swell Capital held 545 shares of Eaton Vance TaxManaged Buy-Write Strategy Fund worth $8K as of Q3 2014.
Eaton Vance TaxManaged Buy-Write Strategy Fund was a new Ground Swell Capital position in Q3 2014.
Eaton Vance TaxManaged Buy-Write Strategy Fund made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1206 holding.
15 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.