Financial Architects (New Jersey)’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Financial Architects (New Jersey)’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
2017 Q4	–	Sell	-2,026	Closed	-$28K	–	1517
2017 Q3	$28K	Buy	+2,026	New	+$27.6K	0.01%	872
2016 Q2	–	Sell	-100	Closed	-$1K	–	1445
2016 Q1	$1K	Buy	+100	New	+$1.24K	﹤0.01%	1127

Other funds holding EOI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

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

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

Financial Architects (New Jersey)'s EOI Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2017, closing a stake of 2,026 shares — an estimated $28K sold.

Financial Architects (New Jersey) first reported a position in EOI in Q1 2016 and held it in 2 quarters. The position peaked at $28K in Q3 2017. 53 funds tracked by Wall St. Rank hold EOI as of Q4 2017.

Financial Architects (New Jersey) reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,026 Eaton Vance Enhanced Equity Income Fund shares in Q4 2017, an estimated $28K.
Financial Architects (New Jersey) first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2016 and held it in 2 quarters.
Financial Architects (New Jersey)'s Eaton Vance Enhanced Equity Income Fund position peaked at $28K in Q3 2017.
53 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.