CWA
EOI

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

Clarus Wealth 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
2019
Q3 		– Sell
-1,063
Closed -$16K – 252
2019
Q2 		$16K Buy
1,063
+19
+2% +$279 0.01% 389
2019
Q1 		$15K Buy
1,044
+20
+2% +$279 0.01% 462
2018
Q4 		$13K Buy
1,024
+19
+2% +$265 0.02% 464
2018
Q3 		$16K Buy
+1,005
New +$16K 0.01% 469

Other funds holding EOI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarus Wealth Advisors's EOI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2019, closing a stake of 1,063 shares — an estimated $16K sold.

Clarus Wealth Advisors first reported a position in EOI in Q3 2018 and held it in 4 quarters. The position peaked at $16K in Q2 2019. 67 funds tracked by Wall St. Rank hold EOI as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,063 Eaton Vance Enhanced Equity Income Fund shares in Q3 2019, an estimated $16K.
  • Clarus Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $16K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.