Arkadios Wealth Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-780	Closed	-$13K	–	915
2021 Q3	$13K	Sell	780 -1,690	-68%	-$31.9K	﹤0.01%	1368
2021 Q2	$45K	Buy	2,470 +2,150	+672%	+$38.5K	0.01%	963
2021 Q1	$5K	Sell	320 -81	-20%	-$1.34K	﹤0.01%	1358
2020 Q4	$6K	Buy	+401	New	+$6.13K	﹤0.01%	1065

Other funds holding EOI

RJA

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $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

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

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

Arkadios Wealth Advisors's EOI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2021, closing a stake of 780 shares — an estimated $13K sold.

Arkadios Wealth Advisors first reported a position in EOI in Q4 2020 and held it in 4 quarters. The position peaked at $45K in Q2 2021. 74 funds tracked by Wall St. Rank hold EOI as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 780 Eaton Vance Enhanced Equity Income Fund shares in Q4 2021, an estimated $13K.
Arkadios Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $45K in Q2 2021.
74 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.