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.
Q2 2022 vs. Q1 2022
How the institutions holding Eaton Vance Tax-Managed Buy-Write Strategy Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 24 | 23 | −1 |
| Shares | 1.14M | 1.19M | +48.7K (+4.3%) |
| Value | $13.3M | $12.0M | −$1.31M (−9.8%) |
New holders (4)
Institutions that held Eaton Vance Tax-Managed Buy-Write Strategy Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 149,958 | $1.52M | 0.03% |
| GWM Advisors LLC | 10,800 | $110.0K | 0.00% |
| CoreCap Advisors, LLC | 5,860 | $59.0K | 0.00% |
| Venture Visionary Partners LLC | 2,550 | $25.9K | 0.00% |
Sold out (5)
Institutions that held Eaton Vance Tax-Managed Buy-Write Strategy Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Americana Partners, LLC | 17,723 | $208.0K |
| Atria Wealth Solutions, Inc. | 14,203 | $167.0K |
| Stockman Wealth Management, Inc. | 10,000 | $118.0K |
| Ahrens Investment Partners LLC | 3,500 | $41.0K |
| Proequities, Inc. | 650 | $8.00K |