GWAG
EOI

Garrett Wealth Advisory Group’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-637
Closed -$9.64K – 230
2019
Q3 		$9.64K Buy
+637
New +$9.62K 0.01% 278

Other funds holding EOI

Bank of America
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
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
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Garrett Wealth Advisory Group's EOI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2019, closing a stake of 637 shares — an estimated $9.64K sold.

Garrett Wealth Advisory Group first reported a position in EOI in Q3 2019 and held it in 1 quarter. The position peaked at $9.64K in Q3 2019. 69 funds tracked by Wall St. Rank hold EOI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 637 Eaton Vance Enhanced Equity Income Fund shares in Q4 2019, an estimated $9.64K.
  • Garrett Wealth Advisory Group first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Eaton Vance Enhanced Equity Income Fund position peaked at $9.64K in Q3 2019.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.