FourThought Financial’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

FourThought Financial’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	$20K	Buy	1,414 +14	+1%	+$220	﹤0.01%	858
2022 Q2	$21K	Hold	1,400	–	–	﹤0.01%	853
2022 Q1	$26K	Hold	1,400	–	–	﹤0.01%	837
2021 Q4	$28K	Hold	1,400	–	–	﹤0.01%	836
2021 Q3	$25K	Hold	1,400	–	–	﹤0.01%	896
2021 Q2	$25K	Hold	1,400	–	–	﹤0.01%	893
2021 Q1	$23K	Hold	1,400	–	–	﹤0.01%	869
2020 Q4	$22K	Buy	+1,400	New	+$21.4K	﹤0.01%	851

Other funds holding EOI

RJA

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJFSA

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

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

FourThought Financial's EOI Position: Q3 2022 in Review

FourThought Financial increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 1% in Q3 2022, buying an estimated $220 and bringing the position to 1,414 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

FourThought Financial first reported a position in EOI in Q4 2020 and has held it in 8 quarters since. The position peaked at $28K in Q4 2021. 68 funds tracked by Wall St. Rank hold EOI as of Q3 2022.

FourThought Financial held 1,414 shares of Eaton Vance Enhanced Equity Income Fund worth $20K as of Q3 2022.
FourThought Financial bought 14 Eaton Vance Enhanced Equity Income Fund shares in Q3 2022, an estimated $220.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #858 holding.
FourThought Financial first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Eaton Vance Enhanced Equity Income Fund position peaked at $28K in Q4 2021.
68 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.