VRM
EXD

Vectors Research Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Vectors Research 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
2020
Q2 		– Sell
-400
Closed -$3K – 526
2020
Q1 		$3K Hold
400
– – ﹤0.01% 414
2019
Q4 		$4K Buy
+400
New +$3.96K ﹤0.01% 456

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Vectors Research Management's EXD Position: Q2 2020 in Review

Vectors Research Management sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2020, closing a stake of 400 shares — an estimated $3K sold.

Vectors Research Management first reported a position in EXD in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 24 funds tracked by Wall St. Rank hold EXD as of Q2 2020.

  • Vectors Research Management reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • Vectors Research Management sold 400 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2020, an estimated $3K.
  • Vectors Research Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2019 and held it in 2 quarters.
  • Vectors Research Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $4K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2020.

Based on Vectors Research Management's 13F filing for Q2 2020, filed 13 Aug 2020.