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

Concurrent Investment 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
2025 Q4	–	Sell	-253,486	Closed	-$5.32M	–	1804
2025 Q3	$5.32M	Sell	253,486 -31,287	-11%	-$660K	0.09%	225
2025 Q2	$5.96M	Buy	284,773 +3,407	+1%	+$65.7K	0.12%	190
2025 Q1	$5.28M	Buy	281,366 +27,784	+11%	+$562K	0.13%	175
2024 Q4	$5.27M	Buy	253,582 +6,948	+3%	+$144K	0.14%	150
2024 Q3	$4.99M	Buy	246,634 +4,619	+2%	+$89.1K	0.15%	146
2024 Q2	$4.7M	Buy	242,015 +82,401	+52%	+$1.52M	0.15%	144
2024 Q1	$2.91M	Buy	+159,614	New	+$2.8M	0.12%	183

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Concurrent Investment Advisors's EOI Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2025, closing a stake of 253,486 shares — an estimated $5.32M sold.

Concurrent Investment Advisors first reported a position in EOI in Q1 2024 and held it in 7 quarters. The position peaked at $5.96M in Q2 2025. 88 funds tracked by Wall St. Rank hold EOI as of Q4 2025.

Concurrent Investment Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 253,486 Eaton Vance Enhanced Equity Income Fund shares in Q4 2025, an estimated $5.32M.
Concurrent Investment Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2024 and held it in 7 quarters.
Concurrent Investment Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $5.96M in Q2 2025.
88 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.