WAM
EXD

Wolverine Asset Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Wolverine Asset 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
2021
Q4 		– Sell
-7,602
Closed -$85K – 2344
2021
Q3 		$85K Buy
+7,602
New +$90.1K ﹤0.01% 1328
2021
Q1 		– Sell
-1,500
Closed -$14K – 2347
2020
Q4 		$14K Sell
1,500
-16,180
-92% -$154K ﹤0.01% 1476
2020
Q3 		$158K Buy
+17,680
New +$163K ﹤0.01% 1045
2016
Q1 		– Sell
-18
Closed – – 1698
2015
Q4 		$0 Sell
18
-2,177
-99% -$27.2K ﹤0.01% 1990
2015
Q3 		$26K Buy
2,195
+1,923
+707% +$24.4K ﹤0.01% 1417
2015
Q2 		$3K Sell
272
-1,934
-88% -$25K ﹤0.01% 1741
2015
Q1 		$28K Buy
+2,206
New +$29.3K ﹤0.01% 1382
2014
Q3 		– Sell
-7,200
Closed -$99K – 2731
2014
Q2 		$99K Buy
7,200
+2,260
+46% +$31.6K ﹤0.01% 1159
2014
Q1 		$68K Buy
4,940
+2,525
+105% +$36.1K ﹤0.01% 1245
2013
Q4 		$34K Sell
2,415
-6,383
-73% -$93.7K ﹤0.01% 1904
2013
Q3 		$132K Buy
+8,798
New +$131K ﹤0.01% 1342

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Wolverine Asset Management's EXD Position: Q4 2021 in Review

Wolverine Asset Management sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q4 2021, closing a stake of 7,602 shares — an estimated $85K sold.

Wolverine Asset Management first reported a position in EXD in Q3 2013 and held it in 11 quarters. The position peaked at $158K in Q3 2020. 22 funds tracked by Wall St. Rank hold EXD as of Q4 2021.

  • Wolverine Asset Management reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q4 2021 after selling out during the quarter.
  • Wolverine Asset Management sold 7,602 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q4 2021, an estimated $85K.
  • Wolverine Asset Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q3 2013 and held it in 11 quarters.
  • Wolverine Asset Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $158K in Q3 2020.
  • 22 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q4 2021.

Based on Wolverine Asset Management's 13F filing for Q4 2021, filed 9 Feb 2022.