EATON VANCE TAX MNGD BUY WRI's ticker is EXD and the CUSIP is 27829M103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $14,000 | +7.7% | 1,556 | +2.7% | 0.00% | +100.0% |
| Q4 2018 | $13,000 | 0.0% | 1,515 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $13,000 | +85.7% | 1,515 | +105.3% | 0.00% | – |
| Q2 2018 | $7,000 | 0.0% | 738 | +4.8% | 0.00% | – |
| Q1 2018 | $7,000 | 0.0% | 704 | 0.0% | 0.00% | – |
| Q4 2017 | $7,000 | -12.5% | 704 | +2.8% | 0.00% | – |
| Q3 2017 | $8,000 | 0.0% | 685 | +2.5% | 0.00% | – |
| Q2 2017 | $8,000 | -73.3% | 668 | -75.4% | 0.00% | -100.0% |
| Q1 2017 | $30,000 | -3.2% | 2,710 | +0.6% | 0.00% | 0.0% |
| Q4 2016 | $31,000 | -3.1% | 2,693 | +0.6% | 0.00% | -50.0% |
| Q3 2016 | $32,000 | -3.0% | 2,677 | +0.5% | 0.00% | 0.0% |
| Q2 2016 | $33,000 | +135.7% | 2,663 | +71.1% | 0.00% | 0.0% |
| Q1 2016 | $14,000 | -69.6% | 1,556 | -57.2% | 0.00% | -33.3% |
| Q4 2015 | $46,000 | – | 3,635 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| &PARTNERS | 35,050 | $428,000 | 0.26% |
| Americana Partners, LLC | 18,723 | $228,000 | 0.04% |
| Advisors Asset Management, Inc. | 180,337 | $2,204,000 | 0.03% |
| Stockman Wealth Management, Inc. | 10,000 | $122,000 | 0.02% |
| Lindbrook Capital, LLC | 6,227 | $76,000 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 115,103 | $1,407,000 | 0.00% |
| Mariner, LLC | 52,015 | $636,000 | 0.00% |
| CoreCap Advisors, LLC | 2,880 | $35,000 | 0.00% |
| STIFEL FINANCIAL CORP | 98,409 | $1,203,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 62,397 | $762,000 | 0.00% |