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

RPg Family Wealth Advisory’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
2016 Q4	–	Sell	-900	Closed	-$10.8K	–	299
2016 Q3	$10.8K	Buy	+900	New	+$11K	0.01%	231
2016 Q2	–	Sell	-900	Closed	-$11.1K	–	286
2016 Q1	$11.1K	Buy	+900	New	+$11.2K	0.01%	244

Other funds holding EXD

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

PCP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

RPg Family Wealth Advisory's EXD Position: Q4 2016 in Review

RPg Family Wealth Advisory sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2016, closing a stake of 900 shares — an estimated $10.8K sold.

RPg Family Wealth Advisory first reported a position in EXD in Q1 2016 and held it in 2 quarters. The position peaked at $11.1K in Q1 2016. 21 funds tracked by Wall St. Rank hold EXD as of Q4 2016.

RPg Family Wealth Advisory reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2016 after selling out during the quarter.
RPg Family Wealth Advisory sold 900 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2016, an estimated $10.8K.
RPg Family Wealth Advisory first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2016 and held it in 2 quarters.
RPg Family Wealth Advisory's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $11.1K in Q1 2016.
21 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2016, filed 13 Feb 2017.