Polaris Wealth Advisory Group’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-2,500	Closed	-$22K	–	496
2018 Q3	$22K	Buy	+2,500	New	+$22.5K	﹤0.01%	320
2018 Q2	–	Sell	-2,500	Closed	-$24K	–	449
2018 Q1	$24K	Buy	+2,500	New	+$24.5K	﹤0.01%	284

Other funds holding EXD

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 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

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

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

FAAS

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Polaris Wealth Advisory Group's EXD Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2018, closing a stake of 2,500 shares — an estimated $22K sold.

Polaris Wealth Advisory Group first reported a position in EXD in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 31 funds tracked by Wall St. Rank hold EXD as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,500 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2018, an estimated $22K.
Polaris Wealth Advisory Group first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $24K in Q1 2018.
31 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.