DWM
EOI

Doyle Wealth Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Doyle Wealth Management’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
-415
Closed -$6K – 356
2019
Q2 		$6K Buy
+415
New +$6.09K ﹤0.01% 705
2019
Q1 		– Sell
-415
Closed -$5K – 343
2018
Q4 		$5K Buy
+415
New +$5.78K ﹤0.01% 714

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

Doyle Wealth Management's EOI Position: Q3 2019 in Review

Doyle Wealth Management sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2019, closing a stake of 415 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in EOI in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 67 funds tracked by Wall St. Rank hold EOI as of Q3 2019.

  • Doyle Wealth Management reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 415 Eaton Vance Enhanced Equity Income Fund shares in Q3 2019, an estimated $6K.
  • Doyle Wealth Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Eaton Vance Enhanced Equity Income Fund position peaked at $6K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.