SPIA
EXD

Steward Partners Investment Advisory’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Steward Partners Investment 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
2021
Q2 		– Sell
-4,347
Closed -$46.7K – 7507
2021
Q1 		$46.7K Buy
+4,347
New +$44.6K ﹤0.01% 2021

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Steward Partners Investment Advisory's EXD Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2021, closing a stake of 4,347 shares — an estimated $46.7K sold.

Steward Partners Investment Advisory first reported a position in EXD in Q1 2021 and held it in 1 quarter. The position peaked at $46.7K in Q1 2021. 23 funds tracked by Wall St. Rank hold EXD as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,347 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2021, an estimated $46.7K.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $46.7K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.