EATON VANCE TAX MNGD BUY WRI's ticker is EXD and the CUSIP is 27829M103. A total of 28 filers reported holding EATON VANCE TAX MNGD BUY WRI in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $92,000 | +17.9% | 10,320 | +1.2% | 0.00% | – |
| Q1 2020 | $78,000 | -63.0% | 10,196 | -58.8% | 0.00% | – |
| Q4 2018 | $211,000 | -87.7% | 24,766 | -83.5% | 0.00% | -100.0% |
| Q3 2017 | $1,714,000 | -2.4% | 150,210 | -2.7% | 0.00% | -25.0% |
| Q2 2017 | $1,757,000 | +9.3% | 154,350 | +6.3% | 0.00% | 0.0% |
| Q1 2017 | $1,607,000 | +0.6% | 145,178 | +2.9% | 0.00% | 0.0% |
| Q4 2016 | $1,598,000 | -18.2% | 141,065 | -13.2% | 0.00% | -20.0% |
| Q3 2016 | $1,954,000 | +89.7% | 162,581 | +92.8% | 0.01% | +66.7% |
| Q2 2016 | $1,030,000 | +59.4% | 84,324 | +60.4% | 0.00% | +50.0% |
| Q1 2016 | $646,000 | -3.7% | 52,560 | -1.5% | 0.00% | 0.0% |
| Q4 2015 | $671,000 | +15.9% | 53,375 | +18.9% | 0.00% | 0.0% |
| Q2 2015 | $579,000 | -30.0% | 44,894 | -30.4% | 0.00% | -50.0% |
| Q1 2015 | $827,000 | +0.1% | 64,544 | -0.9% | 0.00% | 0.0% |
| Q4 2014 | $826,000 | -19.3% | 65,119 | -10.2% | 0.00% | -33.3% |
| Q3 2014 | $1,024,000 | +8.4% | 72,494 | +6.5% | 0.01% | 0.0% |
| Q2 2014 | $945,000 | +14.7% | 68,094 | +14.5% | 0.01% | 0.0% |
| Q1 2014 | $824,000 | +54.0% | 59,469 | +57.9% | 0.01% | +50.0% |
| Q4 2013 | $535,000 | +31.4% | 37,669 | +39.2% | 0.00% | 0.0% |
| Q3 2013 | $407,000 | – | 27,069 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| &PARTNERS | 36,850 | $396,000 | 0.29% |
| Cascadia Advisory Services, LLC | 45,660 | $491,000 | 0.11% |
| Stockman Wealth Management, Inc. | 10,000 | $108,000 | 0.03% |
| Lindbrook Capital, LLC | 8,000 | $86,000 | 0.02% |
| Advisors Asset Management, Inc. | 108,185 | $1,163,000 | 0.02% |
| Cetera Investment Advisers | 41,926 | $451,000 | 0.01% |
| GUGGENHEIM CAPITAL LLC | 107,719 | $1,158,000 | 0.01% |
| Sonora Investment Management, LLC | 6,035 | $65,000 | 0.01% |
| OSAIC HOLDINGS, INC. | 60,626 | $652,000 | 0.00% |
| STIFEL FINANCIAL CORP | 104,376 | $1,122,000 | 0.00% |