AAS
EOI

Avantax Advisory Services’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-17,659
Closed -$258K – 1051
2020
Q3 		$258K Buy
+17,659
New +$266K ﹤0.01% 1101

Other funds holding EOI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's EOI Position: Q4 2020 in Review

Avantax Advisory Services sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2020, closing a stake of 17,659 shares — an estimated $258K sold.

Avantax Advisory Services first reported a position in EOI in Q3 2020 and held it in 1 quarter. The position peaked at $258K in Q3 2020. 70 funds tracked by Wall St. Rank hold EOI as of Q4 2020.

  • Avantax Advisory Services reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 17,659 Eaton Vance Enhanced Equity Income Fund shares in Q4 2020, an estimated $258K.
  • Avantax Advisory Services first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Eaton Vance Enhanced Equity Income Fund position peaked at $258K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.