BAM
EOI

Belpointe Asset Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,000
Closed -$15.2K – 1383
2023
Q1 		$15.2K Hold
1,000
– – ﹤0.01% 2464
2022
Q4 		$14.9K Buy
+1,000
New +$15.8K ﹤0.01% 2403

Other funds holding EOI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Belpointe Asset Management's EOI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2023, closing a stake of 1,000 shares — an estimated $15.2K sold.

Belpointe Asset Management first reported a position in EOI in Q4 2022 and held it in 2 quarters. The position peaked at $15.2K in Q1 2023. 76 funds tracked by Wall St. Rank hold EOI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,000 Eaton Vance Enhanced Equity Income Fund shares in Q2 2023, an estimated $15.2K.
  • Belpointe Asset Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Eaton Vance Enhanced Equity Income Fund position peaked at $15.2K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.