AWG
EOI

Altus Wealth Group’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-650
Closed -$11K – 360
2020
Q4 		$11K Buy
+650
New +$9.93K 0.01% 497

Other funds holding EOI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altus Wealth Group's EOI Position: Q1 2021 in Review

Altus Wealth Group sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2021, closing a stake of 650 shares — an estimated $11K sold.

Altus Wealth Group first reported a position in EOI in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 71 funds tracked by Wall St. Rank hold EOI as of Q1 2021.

  • Altus Wealth Group reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 650 Eaton Vance Enhanced Equity Income Fund shares in Q1 2021, an estimated $11K.
  • Altus Wealth Group first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Eaton Vance Enhanced Equity Income Fund position peaked at $11K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.