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

Gupta 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
2016 Q1	$35K	Buy	+2,831	New	+$35K	0.01%	518

Other funds holding EOI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Gupta Wealth Management's EOI Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2016: 2,831 shares worth $35K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings.

54 funds tracked by Wall St. Rank hold EOI as of Q1 2016.

Gupta Wealth Management held 2,831 shares of Eaton Vance Enhanced Equity Income Fund worth $35K as of Q1 2016.
Eaton Vance Enhanced Equity Income Fund was a new Gupta Wealth Management position in Q1 2016.
Eaton Vance Enhanced Equity Income Fund made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #518 holding.
54 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.