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

NewEdge Advisors’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
2023 Q1	–	Sell	-12,600	Closed	-$116K	–	4312
2022 Q4	$116K	Sell	12,600 -400	-3%	-$3.91K	﹤0.01%	1386
2022 Q3	$117K	Buy	13,000 +2,200	+20%	+$22.8K	﹤0.01%	1434
2022 Q2	$110K	Buy	+10,800	New	+$113K	﹤0.01%	1469

Other funds holding EXD

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

NewEdge Advisors's EXD Position: Q1 2023 in Review

NewEdge Advisors sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q1 2023, closing a stake of 12,600 shares — an estimated $116K sold.

NewEdge Advisors first reported a position in EXD in Q2 2022 and held it in 3 quarters. The position peaked at $117K in Q3 2022. 21 funds tracked by Wall St. Rank hold EXD as of Q1 2023.

NewEdge Advisors reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 12,600 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q1 2023, an estimated $116K.
NewEdge Advisors first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2022 and held it in 3 quarters.
NewEdge Advisors's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $117K in Q3 2022.
21 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.