Graves Light Lenhart Wealth’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-2,000	Closed	-$30K	–	296
2022 Q2	$30K	Hold	2,000	–	–	﹤0.01%	362
2022 Q1	$37K	Hold	2,000	–	–	0.01%	385
2021 Q4	$40K	Hold	2,000	–	–	0.01%	431
2021 Q3	$36K	Hold	2,000	–	–	0.01%	417
2021 Q2	$37K	Hold	2,000	–	–	0.01%	417
2021 Q1	$34K	Hold	2,000	–	–	0.01%	426
2020 Q4	$32K	Buy	+2,000	New	+$30.6K	0.01%	421

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 $38.8B AUM 21.88% 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

Graves Light Lenhart Wealth's EOI Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2022, closing a stake of 2,000 shares — an estimated $30K sold.

Graves Light Lenhart Wealth first reported a position in EOI in Q4 2020 and held it in 7 quarters. The position peaked at $40K in Q4 2021. 68 funds tracked by Wall St. Rank hold EOI as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 2,000 Eaton Vance Enhanced Equity Income Fund shares in Q3 2022, an estimated $30K.
Graves Light Lenhart Wealth first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Eaton Vance Enhanced Equity Income Fund position peaked at $40K in Q4 2021.
68 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.