FT
EOI

Fiduciary Trust’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Fiduciary Trust’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
2022
Q3 		– Sell
-15,000
Closed -$221K – 622
2022
Q2 		$221K Buy
+15,000
New +$242K ﹤0.01% 588

Other funds holding EOI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Ameriprise
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Trust's EOI Position: Q3 2022 in Review

Fiduciary Trust sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2022, closing a stake of 15,000 shares — an estimated $221K sold.

Fiduciary Trust first reported a position in EOI in Q2 2022 and held it in 1 quarter. The position peaked at $221K in Q2 2022. 68 funds tracked by Wall St. Rank hold EOI as of Q3 2022.

  • Fiduciary Trust reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2022 after selling out during the quarter.
  • Fiduciary Trust sold 15,000 Eaton Vance Enhanced Equity Income Fund shares in Q3 2022, an estimated $221K.
  • Fiduciary Trust first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2022 and held it in 1 quarter.
  • Fiduciary Trust's Eaton Vance Enhanced Equity Income Fund position peaked at $221K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2022.

Based on Fiduciary Trust's 13F filing for Q3 2022, filed 14 Nov 2022.