Capital Advisors Ltd’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Capital Advisors Ltd’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 Q1	–	Sell	-263	Closed	-$4K	–	1287
2022 Q4	$4K	Hold	263	–	–	﹤0.01%	707
2022 Q3	$4K	Sell	263 -229	-47%	-$3.6K	﹤0.01%	672
2022 Q2	$7K	Hold	492	–	–	﹤0.01%	539
2022 Q1	$9K	Sell	492 -152	-24%	-$2.87K	﹤0.01%	535
2021 Q4	$13K	Hold	644	–	–	﹤0.01%	482
2021 Q3	$12K	Hold	644	–	–	﹤0.01%	419
2021 Q2	$12K	Hold	644	–	–	﹤0.01%	403
2021 Q1	$11K	Buy	+644	New	+$10.7K	﹤0.01%	399

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

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

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

Capital Advisors Ltd's EOI Position: Q1 2023 in Review

Capital Advisors Ltd sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2023, closing a stake of 263 shares — an estimated $4K sold.

Capital Advisors Ltd first reported a position in EOI in Q1 2021 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 76 funds tracked by Wall St. Rank hold EOI as of Q1 2023.

Capital Advisors Ltd reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Capital Advisors Ltd sold 263 Eaton Vance Enhanced Equity Income Fund shares in Q1 2023, an estimated $4K.
Capital Advisors Ltd first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2021 and held it in 8 quarters.
Capital Advisors Ltd's Eaton Vance Enhanced Equity Income Fund position peaked at $13K in Q4 2021.
76 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.