SIM
EXD

Strategic Investment Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Strategic Investment 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
2016
Q4 		– Sell
-12,851
Closed -$154K – 148
2016
Q3 		$154K Buy
+12,851
New +$157K 0.11% 87

Other funds holding EXD

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
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
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

Strategic Investment Management's EXD Position: Q4 2016 in Review

Strategic Investment Management sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2016, closing a stake of 12,851 shares — an estimated $154K sold.

Strategic Investment Management first reported a position in EXD in Q3 2016 and held it in 1 quarter. The position peaked at $154K in Q3 2016. 21 funds tracked by Wall St. Rank hold EXD as of Q4 2016.

  • Strategic Investment Management reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2016 after selling out during the quarter.
  • Strategic Investment Management sold 12,851 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2016, an estimated $154K.
  • Strategic Investment Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q3 2016 and held it in 1 quarter.
  • Strategic Investment Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $154K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2016.

Based on Strategic Investment Management's 13F filing for Q4 2016, filed 15 Feb 2017.