BWM
EOI

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

Birchcreek 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
2021
Q1 		– Sell
-2,200
Closed -$35K – 167
2020
Q4 		$35K Buy
+2,200
New +$33.6K 0.03% 257

Other funds holding EOI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Birchcreek Wealth Management's EOI Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2021, closing a stake of 2,200 shares — an estimated $35K sold.

Birchcreek Wealth Management first reported a position in EOI in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 71 funds tracked by Wall St. Rank hold EOI as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 2,200 Eaton Vance Enhanced Equity Income Fund shares in Q1 2021, an estimated $35K.
  • Birchcreek Wealth Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Eaton Vance Enhanced Equity Income Fund position peaked at $35K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.