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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-53,235
Closed -$513K 2975
2023
Q1
$513K Sell
53,235
-625
-1% -$5.99K ﹤0.01% 1676
2022
Q4
$495K Hold
53,860
﹤0.01% 1660
2022
Q3
$484K Hold
53,860
﹤0.01% 1445
2022
Q2
$546K Sell
53,860
-2,355
-4% -$24.7K ﹤0.01% 1090
2022
Q1
$661K Buy
56,215
+4,200
+8% +$49.2K ﹤0.01% 1049
2021
Q4
$636K Buy
+52,015
New +$621K ﹤0.01% 945

Mariner's EXD Position: Q2 2023 in Review

Mariner sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2023, closing a stake of 53,235 shares — an estimated $513K sold.

Mariner first reported a position in EXD in Q4 2021 and held it in 6 quarters. The position peaked at $661K in Q1 2022. 0 funds tracked by Wall St. Rank hold EXD as of Q2 2023.

  • Mariner reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • Mariner sold 53,235 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2023, an estimated $513K.
  • Mariner first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2021 and held it in 6 quarters.
  • Mariner's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $661K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2023.

Based on Mariner's 13F filing for Q2 2023, filed 11 Aug 2023.