AP
EOI

Atwood & Palmer’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Atwood & Palmer’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
-350
Closed -$5.23K – 375
2022
Q4 		$5.23K Hold
350
– – ﹤0.01% 348
2022
Q3 		$5K Hold
350
– – ﹤0.01% 335
2022
Q2 		$5K Hold
350
– – ﹤0.01% 356
2022
Q1 		$6K Hold
350
– – ﹤0.01% 389
2021
Q4 		$7K Buy
+350
New +$6.83K ﹤0.01% 388

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atwood & Palmer's EOI Position: Q1 2023 in Review

Atwood & Palmer sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2023, closing a stake of 350 shares — an estimated $5.23K sold.

Atwood & Palmer first reported a position in EOI in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 76 funds tracked by Wall St. Rank hold EOI as of Q1 2023.

  • Atwood & Palmer reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2023 after selling out during the quarter.
  • Atwood & Palmer sold 350 Eaton Vance Enhanced Equity Income Fund shares in Q1 2023, an estimated $5.23K.
  • Atwood & Palmer first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2021 and held it in 5 quarters.
  • Atwood & Palmer's Eaton Vance Enhanced Equity Income Fund position peaked at $7K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.