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

Edge 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
2020 Q3	–	Sell	-500	Closed	-$7K	–	499
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	506
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	447
2019 Q4	$8K	Hold	500	–	–	﹤0.01%	442
2019 Q3	$7K	Hold	500	–	–	﹤0.01%	447
2019 Q2	$7K	Hold	500	–	–	﹤0.01%	453
2019 Q1	$7K	Hold	500	–	–	﹤0.01%	439
2018 Q4	$6K	Hold	500	–	–	﹤0.01%	452
2018 Q3	$8K	Hold	500	–	–	﹤0.01%	457
2018 Q2	$8K	Hold	500	–	–	﹤0.01%	444
2018 Q1	$7K	Hold	500	–	–	﹤0.01%	423
2017 Q4	$7K	Hold	500	–	–	﹤0.01%	415
2017 Q3	$7K	Hold	500	–	–	﹤0.01%	409
2017 Q2	$7K	Hold	500	–	–	﹤0.01%	406
2017 Q1	$7K	Hold	500	–	–	﹤0.01%	383
2016 Q4	$6K	Hold	500	–	–	﹤0.01%	380
2016 Q3	$6K	Hold	500	–	–	﹤0.01%	379
2016 Q2	$6K	Hold	500	–	–	﹤0.01%	354
2016 Q1	$6K	Buy	+500	New	+$6.18K	﹤0.01%	328
2014 Q1	–	Sell	-1,000	Closed	-$13K	–	415
2013 Q4	$13K	Hold	1,000	–	–	0.01%	248
2013 Q3	$12K	Hold	1,000	–	–	0.01%	226
2013 Q2	$12K	Buy	+1,000	New	+$11.8K	0.01%	218

Other funds holding EOI

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Edge Wealth Management's EOI Position: Q3 2020 in Review

Edge Wealth Management sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2020, closing a stake of 500 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in EOI in Q2 2013 and held it in 21 quarters. The position peaked at $13K in Q4 2013. 71 funds tracked by Wall St. Rank hold EOI as of Q3 2020.

Edge Wealth Management reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 500 Eaton Vance Enhanced Equity Income Fund shares in Q3 2020, an estimated $7K.
Edge Wealth Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2013 and held it in 21 quarters.
Edge Wealth Management's Eaton Vance Enhanced Equity Income Fund position peaked at $13K in Q4 2013.
71 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.