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

Claro Advisors’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
2022 Q4	–	Sell	-13,280	Closed	-$196K	–	333
2022 Q3	$196K	Hold	13,280	–	–	0.08%	249
2022 Q2	$196K	Hold	13,280	–	–	0.08%	249
2022 Q1	$268K	Hold	13,280	–	–	0.1%	212
2021 Q4	$268K	Buy	13,280 +1,020	+8%	+$19.9K	0.1%	212
2021 Q3	$219K	Buy	12,260 +160	+1%	+$3.02K	0.09%	224
2021 Q2	$225K	Buy	+12,100	New	+$217K	0.1%	208
2020 Q2	–	Sell	-23,005	Closed	-$279K	–	188
2020 Q1	$279K	Buy	+23,005	New	+$336K	0.26%	116

Other funds holding EOI

RJA

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

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

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 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

Claro Advisors's EOI Position: Q4 2022 in Review

Claro Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2022, closing a stake of 13,280 shares — an estimated $196K sold.

Claro Advisors first reported a position in EOI in Q1 2020 and held it in 7 quarters. The position peaked at $279K in Q1 2020. 79 funds tracked by Wall St. Rank hold EOI as of Q4 2022.

Claro Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2022 after selling out during the quarter.
Claro Advisors sold 13,280 Eaton Vance Enhanced Equity Income Fund shares in Q4 2022, an estimated $196K.
Claro Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2020 and held it in 7 quarters.
Claro Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $279K in Q1 2020.
79 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2022.

Based on Claro Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.