Measured Wealth Private Client Group’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-55,231	Closed	-$526K	–	144
2019 Q3	$526K	Hold	55,231	–	–	0.34%	47
2019 Q2	$520K	Buy	+55,231	New	+$518K	0.3%	62

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

FAAS

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Measured Wealth Private Client Group's EXD Position: Q4 2019 in Review

Measured Wealth Private Client Group sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2019, closing a stake of 55,231 shares — an estimated $526K sold.

Measured Wealth Private Client Group first reported a position in EXD in Q2 2019 and held it in 2 quarters. The position peaked at $526K in Q3 2019. 23 funds tracked by Wall St. Rank hold EXD as of Q4 2019.

Measured Wealth Private Client Group reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 55,231 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2019, an estimated $526K.
Measured Wealth Private Client Group first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2019 and held it in 2 quarters.
Measured Wealth Private Client Group's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $526K in Q3 2019.
23 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2019, filed 15 Jan 2020.