EATON VANCE TAX MNGD BUY WRI's ticker is EXD and the CUSIP is 27829M103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $207,000 | -37.5% | 22,646 | -29.9% | 0.00% | -33.3% |
| Q4 2017 | $331,000 | +109.5% | 32,328 | +126.1% | 0.00% | +200.0% |
| Q1 2017 | $158,000 | +1.9% | 14,299 | +4.7% | 0.00% | 0.0% |
| Q4 2016 | $155,000 | +10.7% | 13,662 | +22.9% | 0.00% | 0.0% |
| Q4 2015 | $140,000 | – | 11,119 | – | 0.00% | – |
Download | ||||||
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% |