FFO
EOI

Fortitude Family Office’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Fortitude Family Office’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
Q1 		– Sell
-1,000
Closed -$20.8K – 1198
2024
Q4 		$20.8K Sell
1,000
-3,750
-79% -$77.9K 0.01% 442
2024
Q3 		$96.1K Buy
+4,750
New +$91.7K 0.04% 161

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortitude Family Office's EOI Position: Q1 2025 in Review

Fortitude Family Office sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2025, closing a stake of 1,000 shares — an estimated $20.8K sold.

Fortitude Family Office first reported a position in EOI in Q3 2024 and held it in 2 quarters. The position peaked at $96.1K in Q3 2024. 82 funds tracked by Wall St. Rank hold EOI as of Q1 2025.

  • Fortitude Family Office reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 1,000 Eaton Vance Enhanced Equity Income Fund shares in Q1 2025, an estimated $20.8K.
  • Fortitude Family Office first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2024 and held it in 2 quarters.
  • Fortitude Family Office's Eaton Vance Enhanced Equity Income Fund position peaked at $96.1K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.