Certified Advisory Corp’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-1,218	Closed	-$20K	–	358
2021 Q1	$20K	Buy	+1,218	New	+$20.2K	0.01%	488
2020 Q2	$17K	Hold	1,218	–	–	0.01%	466
2020 Q1	$15K	Hold	1,218	–	–	0.01%	471
2019 Q4	$20K	Buy	+1,218	New	+$18.9K	0.01%	480

Other funds holding EOI

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 New York $57.6B AUM 8.03% 1-Year Est. Return

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

Certified Advisory Corp's EOI Position: Q2 2021 in Review

Certified Advisory Corp sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2021, closing a stake of 1,218 shares — an estimated $20K sold.

Certified Advisory Corp first reported a position in EOI in Q4 2019 and held it in 4 quarters. The position peaked at $20K in Q1 2021. 68 funds tracked by Wall St. Rank hold EOI as of Q2 2021.

Certified Advisory Corp reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,218 Eaton Vance Enhanced Equity Income Fund shares in Q2 2021, an estimated $20K.
Certified Advisory Corp first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2019 and held it in 4 quarters.
Certified Advisory Corp's Eaton Vance Enhanced Equity Income Fund position peaked at $20K in Q1 2021.
68 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.