WCM
EXD

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

Windsor 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
2015
Q4 		– Sell
-375
Closed -$4K – 464
2015
Q3 		$4K Buy
+375
New +$4.75K ﹤0.01% 443

Other funds holding EXD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Windsor Capital Management's EXD Position: Q4 2015 in Review

Windsor Capital Management sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2015, closing a stake of 375 shares — an estimated $4K sold.

Windsor Capital Management first reported a position in EXD in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 29 funds tracked by Wall St. Rank hold EXD as of Q4 2015.

  • Windsor Capital Management reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 375 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2015, an estimated $4K.
  • Windsor Capital Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $4K in Q3 2015.
  • 29 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.