MAFM
EXD

Mid Atlantic Financial Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$142K Sell
12,600
-2,900
-19% -$34.4K 0.01% 869
2021
Q2 		$179K Buy
+15,500
New +$174K 0.01% 863

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Mid Atlantic Financial Management's EXD Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) stake by 19% in Q3 2021, selling an estimated $34.4K and leaving 12,600 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #869.

Mid Atlantic Financial Management first reported a position in EXD in Q2 2021 and has held it in 2 quarters since. The position peaked at $179K in Q2 2021. 22 funds tracked by Wall St. Rank hold EXD as of Q3 2021.

  • Mid Atlantic Financial Management held 12,600 shares of Eaton Vance TaxManaged Buy-Write Strategy Fund worth $142K as of Q3 2021.
  • Mid Atlantic Financial Management sold 2,900 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2021, an estimated $34.4K.
  • Eaton Vance TaxManaged Buy-Write Strategy Fund made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #869 holding.
  • Mid Atlantic Financial Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2021 and has held it in 2 quarters since.
  • Mid Atlantic Financial Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $179K in Q2 2021.
  • 22 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.