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Eaton Vance Tax-Managed Buy-Write Strategy Fund

EXDDelisted Apr 17, 2023

Eaton Vance Tax-Managed Buy-Write Strategy Fund was delisted on Apr 17, 2023; its insiders filed their last Form 4 on Feb 8, 2023; 21 institutions reported holding it in 13F filings for Q1 2023, worth $10.8M in total; no superinvestor held it.

Q2 2021 vs. Q1 2021

How the institutions holding Eaton Vance Tax-Managed Buy-Write Strategy Fund changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of EXD: Q1 2021 compared with Q2 2021
MeasureQ1 2021Q2 2021Change
Holders2023+3
Shares1.23M1.27M+41.3K (+3.4%)
Value$13.2M$14.6M+$1.43M (+10.9%)

New holders (4)

Institutions that held Eaton Vance Tax-Managed Buy-Write Strategy Fund at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to EXD in Q2 2021
InstitutionSharesValue% of portfolio
Shaker Financial Services, LLC16,218$187.0K0.07%
Mid Atlantic Financial Management Inc15,500$179.0K0.01%
Advisory Services Network, LLC2,589$30.0K0.00%
American Portfolios Advisors2,250$25.9K0.00%

Sold out (1)

Institutions that held Eaton Vance Tax-Managed Buy-Write Strategy Fund at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of EXD in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Steward Partners Investment Advisory, LLC4,347$46.7K