Golden State Wealth Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Golden State Wealth Management’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	-10,760	Closed	-$163K	–	299
2019 Q3	$163K	Sell	10,760 -23,529	-69%	-$355K	0.05%	229
2019 Q2	$513K	Sell	34,289 -835	-2%	-$12.3K	0.16%	115
2019 Q1	$504K	Buy	+35,124	New	+$490K	0.17%	116

Other funds holding EOI

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 Atlanta, Georgia $1.02T AUM 30.18% 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

AAM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Golden State Wealth Management's EOI Position: Q4 2019 in Review

Golden State Wealth Management sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2019, closing a stake of 10,760 shares — an estimated $163K sold.

Golden State Wealth Management first reported a position in EOI in Q1 2019 and held it in 3 quarters. The position peaked at $513K in Q2 2019. 69 funds tracked by Wall St. Rank hold EOI as of Q4 2019.

Golden State Wealth Management reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 10,760 Eaton Vance Enhanced Equity Income Fund shares in Q4 2019, an estimated $163K.
Golden State Wealth Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's Eaton Vance Enhanced Equity Income Fund position peaked at $513K in Q2 2019.
69 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.