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

IFP 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
2019 Q1	$14K	Buy	1,556 +41	+3%	+$377	﹤0.01%	1477
2018 Q4	$13K	Hold	1,515	–	–	﹤0.01%	2386
2018 Q3	$13K	Buy	1,515 +777	+105%	+$7K	﹤0.01%	2714
2018 Q2	$7K	Buy	738 +34	+5%	+$325	﹤0.01%	3122
2018 Q1	$7K	Hold	704	–	–	﹤0.01%	3029
2017 Q4	$7K	Buy	704 +19	+3%	+$214	﹤0.01%	3075
2017 Q3	$8K	Buy	685 +17	+3%	+$196	﹤0.01%	3182
2017 Q2	$8K	Sell	668 -2,042	-75%	-$23.2K	﹤0.01%	3187
2017 Q1	$30K	Buy	2,710 +17	+0.6%	+$195	﹤0.01%	2246
2016 Q4	$31K	Buy	2,693 +16	+0.6%	+$189	﹤0.01%	2185
2016 Q3	$32K	Buy	2,677 +14	+0.5%	+$171	﹤0.01%	2110
2016 Q2	$33K	Buy	2,663 +1,107	+71%	+$13.5K	﹤0.01%	2021
2016 Q1	$14K	Sell	1,556 -2,079	-57%	-$25.8K	﹤0.01%	1473
2015 Q4	$46K	Buy	+3,635	New	+$45.4K	﹤0.01%	1674

Other funds holding EXD

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's EXD Position: Q1 2019 in Review

IFP Advisors increased its Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) stake by 2.7% in Q1 2019, buying an estimated $377 and bringing the position to 1,556 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

IFP Advisors first reported a position in EXD in Q4 2015 and has held it in 14 quarters since. The position peaked at $46K in Q4 2015. 28 funds tracked by Wall St. Rank hold EXD as of Q1 2019.

IFP Advisors held 1,556 shares of Eaton Vance TaxManaged Buy-Write Strategy Fund worth $14K as of Q1 2019.
IFP Advisors bought 41 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q1 2019, an estimated $377.
Eaton Vance TaxManaged Buy-Write Strategy Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1477 holding.
IFP Advisors first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $46K in Q4 2015.
28 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.