BFC
EOI

Bedel Financial Consulting’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Bedel Financial Consulting’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
2018
Q4 		– Sell
-2,490
Closed -$36K – 690
2018
Q3 		$36K Buy
+2,490
New +$39.6K 0.02% 309

Other funds holding EOI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bedel Financial Consulting's EOI Position: Q4 2018 in Review

Bedel Financial Consulting sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2018, closing a stake of 2,490 shares — an estimated $36K sold.

Bedel Financial Consulting first reported a position in EOI in Q3 2018 and held it in 1 quarter. The position peaked at $36K in Q3 2018. 65 funds tracked by Wall St. Rank hold EOI as of Q4 2018.

  • Bedel Financial Consulting reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,490 Eaton Vance Enhanced Equity Income Fund shares in Q4 2018, an estimated $36K.
  • Bedel Financial Consulting first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's Eaton Vance Enhanced Equity Income Fund position peaked at $36K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.