Raleigh Capital Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-900	Closed	-$8.27K	–	913
2022 Q4	$8.27K	Hold	900	–	–	﹤0.01%	470
2022 Q3	$8K	Hold	900	–	–	﹤0.01%	418
2022 Q2	$9K	Hold	900	–	–	0.01%	377
2022 Q1	$11K	Buy	+900	New	+$10.5K	0.01%	367

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

Raleigh Capital Management's EXD Position: Q1 2023 in Review

Raleigh Capital Management sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q1 2023, closing a stake of 900 shares — an estimated $8.27K sold.

Raleigh Capital Management first reported a position in EXD in Q1 2022 and held it in 4 quarters. The position peaked at $11K in Q1 2022. 21 funds tracked by Wall St. Rank hold EXD as of Q1 2023.

Raleigh Capital Management reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q1 2023 after selling out during the quarter.
Raleigh Capital Management sold 900 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q1 2023, an estimated $8.27K.
Raleigh Capital Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2022 and held it in 4 quarters.
Raleigh Capital Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $11K in Q1 2022.
21 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q1 2023.

Based on Raleigh Capital Management's 13F filing for Q1 2023, filed 22 May 2023.