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

Column Capital 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
2023 Q3	$61.6K	Hold	3,885	–	–	0.01%	292
2023 Q2	$64.1K	Sell	3,885 -315	-8%	-$4.93K	0.01%	291
2023 Q1	$63.9K	Hold	4,200	–	–	0.01%	290
2022 Q4	$62.7K	Hold	4,200	–	–	0.01%	267
2022 Q3	$59K	Hold	4,200	–	–	0.01%	248
2022 Q2	$62K	Hold	4,200	–	–	0.01%	244
2022 Q1	$77K	Hold	4,200	–	–	0.01%	233
2021 Q4	$85K	Hold	4,200	–	–	0.02%	225
2021 Q3	$75K	Hold	4,200	–	–	0.02%	215
2021 Q2	$78K	Hold	4,200	–	–	0.02%	216
2021 Q1	$71K	Hold	4,200	–	–	0.02%	222
2020 Q4	$68K	Hold	4,200	–	–	0.02%	223
2020 Q3	$61K	Hold	4,200	–	–	0.02%	218
2020 Q2	$59K	Buy	+4,200	New	+$56.6K	0.02%	224

Other funds holding EOI

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return