Chicago Partners Investment Group’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Chicago Partners Investment Group’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
2018 Q4	–	Sell	-1,000	Closed	-$14K	–	500
2018 Q3	$14K	Hold	1,000	–	–	﹤0.01%	746
2018 Q2	$15K	Hold	1,000	–	–	﹤0.01%	716
2018 Q1	$14K	Hold	1,000	–	–	﹤0.01%	709
2017 Q4	$15K	Hold	1,000	–	–	﹤0.01%	678
2017 Q3	$14K	Hold	1,000	–	–	﹤0.01%	715
2017 Q2	$14K	Buy	+1,000	New	+$13.4K	﹤0.01%	551
2017 Q1	–	Sell	-1,000	Closed	-$12K	–	559
2016 Q4	$12K	Sell	1,000 -750	-43%	-$9.21K	﹤0.01%	419
2016 Q3	$22K	Hold	1,750	–	–	0.01%	358
2016 Q2	$22K	Hold	1,750	–	–	0.01%	310
2016 Q1	$22K	Hold	1,750	–	–	0.01%	289
2015 Q4	$23K	Hold	1,750	–	–	0.01%	328
2015 Q3	$21K	Hold	1,750	–	–	0.01%	281
2015 Q2	$23K	Buy	1,750 +8	+0.5%	+$110	0.01%	289
2015 Q1	$24K	Sell	1,742 -8	-0.5%	-$110	0.01%	274
2014 Q4	$24K	Buy	+1,750	New	+$23.9K	0.01%	270

Other funds holding EOI

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

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

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Chicago Partners Investment Group's EOI Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2018, closing a stake of 1,000 shares — an estimated $14K sold.

Chicago Partners Investment Group first reported a position in EOI in Q4 2014 and held it in 15 quarters. The position peaked at $24K in Q1 2015. 65 funds tracked by Wall St. Rank hold EOI as of Q4 2018.

Chicago Partners Investment Group reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 1,000 Eaton Vance Enhanced Equity Income Fund shares in Q4 2018, an estimated $14K.
Chicago Partners Investment Group first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2014 and held it in 15 quarters.
Chicago Partners Investment Group's Eaton Vance Enhanced Equity Income Fund position peaked at $24K in Q1 2015.
65 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.