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

BDO 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 Q1	–	Sell	-1,000	Closed	-$16K	–	1190
2020 Q4	$16K	Hold	1,000	–	–	﹤0.01%	487
2020 Q3	$15K	Hold	1,000	–	–	﹤0.01%	451
2020 Q2	$14K	Hold	1,000	–	–	﹤0.01%	461
2020 Q1	$12K	Hold	1,000	–	–	﹤0.01%	521
2019 Q4	$16K	Hold	1,000	–	–	﹤0.01%	403
2019 Q3	$15K	Hold	1,000	–	–	﹤0.01%	421
2019 Q2	$15K	Buy	+1,000	New	+$14.7K	﹤0.01%	410

Other funds holding EOI

RJA

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

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

BDO Wealth Advisors's EOI Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2021, closing a stake of 1,000 shares — an estimated $16K sold.

BDO Wealth Advisors first reported a position in EOI in Q2 2019 and held it in 7 quarters. The position peaked at $16K in Q4 2020. 71 funds tracked by Wall St. Rank hold EOI as of Q1 2021.

BDO Wealth Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,000 Eaton Vance Enhanced Equity Income Fund shares in Q1 2021, an estimated $16K.
BDO Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $16K in Q4 2020.
71 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.