MF
EXD

Magnetar Financial’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Magnetar Financial’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
Q4 		– Sell
-10,035
Closed -$114K – 926
2017
Q3 		$114K Sell
10,035
-5,313
-35% -$61.3K ﹤0.01% 691
2017
Q2 		$175K Buy
+15,348
New +$174K ﹤0.01% 722

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Magnetar Financial's EXD Position: Q4 2017 in Review

Magnetar Financial sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2017, closing a stake of 10,035 shares — an estimated $114K sold.

Magnetar Financial first reported a position in EXD in Q2 2017 and held it in 2 quarters. The position peaked at $175K in Q2 2017. 25 funds tracked by Wall St. Rank hold EXD as of Q4 2017.

  • Magnetar Financial reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2017 after selling out during the quarter.
  • Magnetar Financial sold 10,035 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2017, an estimated $114K.
  • Magnetar Financial first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2017 and held it in 2 quarters.
  • Magnetar Financial's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $175K in Q2 2017.
  • 25 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2017.

Based on Magnetar Financial's 13F filing for Q4 2017, filed 14 Feb 2018.