Baldwin Wealth Partners’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Baldwin Wealth Partners’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 Q3	–	Sell	-1,500	Closed	-$28K	–	648
2021 Q2	$28K	Hold	1,500	–	–	﹤0.01%	432
2021 Q1	$25K	Hold	1,500	–	–	﹤0.01%	431
2020 Q4	$24K	Hold	1,500	–	–	﹤0.01%	386
2020 Q3	$22K	Hold	1,500	–	–	﹤0.01%	375
2020 Q2	$21K	Hold	1,500	–	–	﹤0.01%	385
2020 Q1	$18K	Hold	1,500	–	–	﹤0.01%	384
2019 Q4	$24K	Hold	1,500	–	–	﹤0.01%	395
2019 Q3	$23K	Hold	1,500	–	–	﹤0.01%	391
2019 Q2	$22K	Hold	1,500	–	–	﹤0.01%	389
2019 Q1	$22K	Hold	1,500	–	–	﹤0.01%	386
2018 Q4	$19K	Hold	1,500	–	–	﹤0.01%	388
2018 Q3	$24K	Hold	1,500	–	–	﹤0.01%	387
2018 Q2	$23K	Hold	1,500	–	–	﹤0.01%	386
2018 Q1	$21K	Hold	1,500	–	–	﹤0.01%	374
2017 Q4	$22K	Hold	1,500	–	–	﹤0.01%	364
2017 Q3	$21K	Hold	1,500	–	–	﹤0.01%	362
2017 Q2	$21K	Hold	1,500	–	–	﹤0.01%	370
2017 Q1	$20K	Hold	1,500	–	–	﹤0.01%	368
2016 Q4	$19K	Hold	1,500	–	–	﹤0.01%	373
2016 Q3	$19K	Hold	1,500	–	–	﹤0.01%	389
2016 Q2	$19K	Hold	1,500	–	–	﹤0.01%	344
2016 Q1	$19K	Buy	+1,500	New	+$18.5K	﹤0.01%	366

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Baldwin Wealth Partners's EOI Position: Q3 2021 in Review

Baldwin Wealth Partners sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2021, closing a stake of 1,500 shares — an estimated $28K sold.

Baldwin Wealth Partners first reported a position in EOI in Q1 2016 and held it in 22 quarters. The position peaked at $28K in Q2 2021. 69 funds tracked by Wall St. Rank hold EOI as of Q3 2021.

Baldwin Wealth Partners reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2021 after selling out during the quarter.
Baldwin Wealth Partners sold 1,500 Eaton Vance Enhanced Equity Income Fund shares in Q3 2021, an estimated $28K.
Baldwin Wealth Partners first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2016 and held it in 22 quarters.
Baldwin Wealth Partners's Eaton Vance Enhanced Equity Income Fund position peaked at $28K in Q2 2021.
69 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2021.

Based on Baldwin Wealth Partners's 13F filing for Q3 2021, filed 27 Oct 2021.