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

Point View 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
2018 Q3	–	Sell	-12,349	Closed	-$113K	–	275
2018 Q2	$113K	Hold	12,349	–	–	0.05%	245
2018 Q1	$119K	Buy	+12,349	New	+$121K	0.06%	243
2017 Q4	–	Sell	-12,349	Closed	-$141K	–	270
2017 Q3	$141K	Hold	12,349	–	–	0.07%	245
2017 Q2	$141K	Buy	+12,349	New	+$140K	0.07%	243

Other funds holding EXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

FAAS

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Point View Wealth Management's EXD Position: Q3 2018 in Review

Point View Wealth Management sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q3 2018, closing a stake of 12,349 shares — an estimated $113K sold.

Point View Wealth Management first reported a position in EXD in Q2 2017 and held it in 4 quarters. The position peaked at $141K in Q3 2017. 29 funds tracked by Wall St. Rank hold EXD as of Q3 2018.

Point View Wealth Management reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q3 2018 after selling out during the quarter.
Point View Wealth Management sold 12,349 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q3 2018, an estimated $113K.
Point View Wealth Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q2 2017 and held it in 4 quarters.
Point View Wealth Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $141K in Q3 2017.
29 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2018.

Based on Point View Wealth Management's 13F filing for Q3 2018, filed 8 Nov 2018.