NPC
EXD

National Planning Corporation’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-596
Closed -$7.79K – 2185
2014
Q4 		$7.79K Buy
+596
New +$8.09K ﹤0.01% 2146

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

National Planning Corporation's EXD Position: Q1 2015 in Review

National Planning Corporation sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q1 2015, closing a stake of 596 shares — an estimated $7.79K sold.

National Planning Corporation first reported a position in EXD in Q4 2014 and held it in 1 quarter. The position peaked at $7.79K in Q4 2014. 23 funds tracked by Wall St. Rank hold EXD as of Q1 2015.

  • National Planning Corporation reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 596 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q1 2015, an estimated $7.79K.
  • National Planning Corporation first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $7.79K in Q4 2014.
  • 23 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.