American Portfolios Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

American Portfolios Advisors’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
2022 Q3	$67.9K	Sell	4,816 -1,352	-22%	-$21.3K	﹤0.01%	1544
2022 Q2	$91K	Hold	6,168	–	–	﹤0.01%	1451
2022 Q1	$114K	Hold	6,168	–	–	﹤0.01%	1435
2021 Q4	$124K	Sell	6,168 -1,000	-14%	-$19.5K	﹤0.01%	1404
2021 Q3	$128K	Hold	7,168	–	–	﹤0.01%	1340
2021 Q2	$133K	Buy	7,168 +1,352	+23%	+$24.2K	0.01%	1298
2021 Q1	$97.8K	Hold	5,816	–	–	﹤0.01%	1327
2020 Q4	$94K	Hold	5,816	–	–	﹤0.01%	1185
2020 Q3	$85.1K	Hold	5,816	–	–	﹤0.01%	1124
2020 Q2	$82.4K	Hold	5,816	–	–	0.01%	1069
2020 Q1	$70.4K	Hold	5,816	–	–	0.01%	1025
2019 Q4	$92.5K	Hold	5,816	–	–	0.01%	1072
2019 Q3	$88.1K	Hold	5,816	–	–	0.01%	1051
2019 Q2	$87.1K	Hold	5,816	–	–	0.01%	1045
2019 Q1	$83.5K	Sell	5,816 -560	-9%	-$7.81K	0.01%	969
2018 Q4	$82.6K	Hold	6,376	–	–	0.01%	805
2018 Q3	$102K	Sell	6,376 -235	-4%	-$3.73K	0.01%	819
2018 Q2	$101K	Hold	6,611	–	–	0.01%	796
2018 Q1	$92.3K	Hold	6,611	–	–	0.01%	784
2017 Q4	$95.9K	Buy	+6,611	New	+$94.4K	0.02%	747

Other funds holding EOI

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

American Portfolios Advisors's EOI Position: Q3 2022 in Review

American Portfolios Advisors reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 22% in Q3 2022, selling an estimated $21.3K and leaving 4,816 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

American Portfolios Advisors first reported a position in EOI in Q4 2017 and has held it in 20 quarters since. The position peaked at $133K in Q2 2021. 68 funds tracked by Wall St. Rank hold EOI as of Q3 2022.

American Portfolios Advisors held 4,816 shares of Eaton Vance Enhanced Equity Income Fund worth $67.9K as of Q3 2022.
American Portfolios Advisors sold 1,352 Eaton Vance Enhanced Equity Income Fund shares in Q3 2022, an estimated $21.3K.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1544 holding.
American Portfolios Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $133K in Q2 2021.
68 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.