Northwestern Mutual Wealth Management
EXD

Northwestern Mutual Wealth Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Northwestern Mutual Wealth 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
2023
Q2 		– Sell
-2,261
Closed -$21.8K – 3708
2023
Q1 		$21.8K Buy
+2,261
New +$21.7K ﹤0.01% 2225
2016
Q3 		– Sell
-1,346
Closed -$16K – 1656
2016
Q2 		$16K Buy
+1,346
New +$16.4K ﹤0.01% 1243

Northwestern Mutual Wealth Management's EXD Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2023, closing a stake of 2,261 shares — an estimated $21.8K sold.

Northwestern Mutual Wealth Management first reported a position in EXD in Q2 2016 and held it in 2 quarters. The position peaked at $21.8K in Q1 2023. 0 funds tracked by Wall St. Rank hold EXD as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,261 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2023, an estimated $21.8K.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2016 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $21.8K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.