Advocacy Wealth Management Services’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Advocacy Wealth Management Services’s Portfolio EOI Stock Details EOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-1,650	Closed	-$21K	–	413
2016 Q1	$21K	Sell	1,650 -3,645	-69%	-$45K	0.01%	285
2015 Q4	$71K	Buy	+5,295	New	+$67.5K	0.08%	140

Other funds holding EOI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Advocacy Wealth Management Services's EOI Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2016, closing a stake of 1,650 shares — an estimated $21K sold.

Advocacy Wealth Management Services first reported a position in EOI in Q4 2015 and held it in 2 quarters. The position peaked at $71K in Q4 2015. 54 funds tracked by Wall St. Rank hold EOI as of Q2 2016.

Advocacy Wealth Management Services reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,650 Eaton Vance Enhanced Equity Income Fund shares in Q2 2016, an estimated $21K.
Advocacy Wealth Management Services first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2015 and held it in 2 quarters.
Advocacy Wealth Management Services's Eaton Vance Enhanced Equity Income Fund position peaked at $71K in Q4 2015.
54 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.