CFFP
EOI

Center for Financial Planning’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-5,128
Closed -$84.6K – 532
2023
Q2 		$84.6K Buy
+5,128
New +$80.2K 0.02% 181

Other funds holding EOI

FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Center for Financial Planning's EOI Position: Q3 2023 in Review

Center for Financial Planning sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2023, closing a stake of 5,128 shares — an estimated $84.6K sold.

Center for Financial Planning first reported a position in EOI in Q2 2023 and held it in 1 quarter. The position peaked at $84.6K in Q2 2023. 74 funds tracked by Wall St. Rank hold EOI as of Q3 2023.

  • Center for Financial Planning reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 5,128 Eaton Vance Enhanced Equity Income Fund shares in Q3 2023, an estimated $84.6K.
  • Center for Financial Planning first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2023 and held it in 1 quarter.
  • Center for Financial Planning's Eaton Vance Enhanced Equity Income Fund position peaked at $84.6K in Q2 2023.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.