Baystate Wealth Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Baystate Wealth Management’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 Q4	$3.36K	Buy	+202	New	+$3.16K	﹤0.01%	967

Other funds holding EOI

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $38.8B AUM 21.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Baystate Wealth Management's EOI Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2023: 202 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings.

77 funds tracked by Wall St. Rank hold EOI as of Q4 2023.

Baystate Wealth Management held 202 shares of Eaton Vance Enhanced Equity Income Fund worth $3.36K as of Q4 2023.
Eaton Vance Enhanced Equity Income Fund was a new Baystate Wealth Management position in Q4 2023.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #967 holding.
77 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.