Eaton Vance Tax-Managed Buy-Write Strategy Fund
EXDDelisted Apr 17, 2023- SEC CIK
- 0001480999
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.
Q1 2022 vs. Q4 2021
How the institutions holding Eaton Vance Tax-Managed Buy-Write Strategy Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 22 | 24 | +2 |
| Shares | 1.25M | 1.14M | −111.7K (−8.9%) |
| Value | $15.3M | $13.3M | −$1.93M (−12.7%) |
New holders (5)
Institutions that held Eaton Vance Tax-Managed Buy-Write Strategy Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Worth Asset Management, LLC | 19,354 | $191.0K | 0.12% |
| Atria Wealth Solutions, Inc. | 14,203 | $167.0K | 0.00% |
| National Asset Management, Inc. | 10,219 | $121.0K | 0.00% |
| Ahrens Investment Partners LLC | 3,500 | $41.0K | 0.01% |
| Raleigh Capital Management Inc. | 900 | $11.0K | 0.01% |
Sold out (3)
Institutions that held Eaton Vance Tax-Managed Buy-Write Strategy Fund at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Advisors Asset Management, Inc. | 180,337 | $2.20M |
| CoreCap Advisors, LLC | 2,880 | $35.0K |
| Spire Wealth Management | 725 | $9.00K |