EATON VANCE TAX MNGD BUY WRI's ticker is EXD and the CUSIP is 27829M103.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $72,000 | -11.1% | 8,000 | 0.0% | 0.01% | -7.7% |
Q2 2022 | $81,000 | +6.6% | 8,000 | +23.1% | 0.01% | +8.3% |
Q1 2022 | $76,000 | 0.0% | 6,500 | +4.4% | 0.01% | 0.0% |
Q4 2021 | $76,000 | +533.3% | 6,227 | +499.3% | 0.01% | +300.0% |
Q3 2021 | $12,000 | -88.5% | 1,039 | -88.5% | 0.00% | -87.0% |
Q2 2021 | $104,000 | +20.9% | 9,000 | +12.5% | 0.02% | +21.1% |
Q1 2021 | $86,000 | +138.9% | 8,000 | +117.4% | 0.02% | +111.1% |
Q4 2020 | $36,000 | -53.2% | 3,680 | -63.2% | 0.01% | -69.0% |
Q1 2020 | $77,000 | -55.7% | 10,000 | -41.2% | 0.03% | -52.5% |
Q4 2019 | $174,000 | +20.0% | 17,000 | +11.8% | 0.06% | +10.9% |
Q3 2019 | $145,000 | +1.4% | 15,200 | 0.0% | 0.06% | 0.0% |
Q2 2019 | $143,000 | +64.4% | 15,200 | +60.0% | 0.06% | +57.1% |
Q1 2019 | $87,000 | – | 9,500 | – | 0.04% | – |
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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% |