Affiance Financial’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-2,100	Closed	-$31.4K	–	189
2022 Q4	$31.4K	Buy	+2,100	New	+$33.2K	0.01%	201
2016 Q3	–	Sell	-13,015	Closed	-$166K	–	86
2016 Q2	$166K	Sell	13,015 -5,035	-28%	-$64.8K	0.14%	86
2016 Q1	$226K	Sell	18,050 -2,270	-11%	-$28.1K	0.22%	82
2015 Q4	$273K	Sell	20,320 -750	-4%	-$9.56K	0.28%	67
2015 Q3	$251K	Sell	21,070 -845	-4%	-$10.8K	0.31%	68
2015 Q2	$288K	Hold	21,915	–	–	0.37%	71
2015 Q1	$301K	Hold	21,915	–	–	0.46%	65
2014 Q4	$302K	Buy	+21,915	New	+$300K	0.53%	56

Other funds holding EOI

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Affiance Financial's EOI Position: Q1 2023 in Review

Affiance Financial sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2023, closing a stake of 2,100 shares — an estimated $31.4K sold.

Affiance Financial first reported a position in EOI in Q4 2014 and held it in 8 quarters. The position peaked at $302K in Q4 2014. 76 funds tracked by Wall St. Rank hold EOI as of Q1 2023.

Affiance Financial reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 2,100 Eaton Vance Enhanced Equity Income Fund shares in Q1 2023, an estimated $31.4K.
Affiance Financial first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2014 and held it in 8 quarters.
Affiance Financial's Eaton Vance Enhanced Equity Income Fund position peaked at $302K in Q4 2014.
76 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.