Janney Montgomery Scott
EXD

Janney Montgomery Scott’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Janney Montgomery Scott’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
2020
Q3 		– Sell
-10,200
Closed -$91K – 2155
2020
Q2 		$91K Sell
10,200
-960
-9% -$8.43K ﹤0.01% 1935
2020
Q1 		$85K Hold
11,160
– – ﹤0.01% 1796
2019
Q4 		$114K Buy
+11,160
New +$111K ﹤0.01% 2002

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Janney Montgomery Scott's EXD Position: Q3 2020 in Review

Janney Montgomery Scott sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q3 2020, closing a stake of 10,200 shares — an estimated $91K sold.

Janney Montgomery Scott first reported a position in EXD in Q4 2019 and held it in 3 quarters. The position peaked at $114K in Q4 2019. 22 funds tracked by Wall St. Rank hold EXD as of Q3 2020.

  • Janney Montgomery Scott reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q3 2020 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,200 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2020, an estimated $91K.
  • Janney Montgomery Scott first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2019 and held it in 3 quarters.
  • Janney Montgomery Scott's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $114K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2020.

Based on Janney Montgomery Scott's 13F filing for Q3 2020, filed 6 Nov 2020.