HI
EOI

Hoey Investments’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Hoey Investments’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
2020
Q4 		– Sell
-1,490
Closed -$22K – 183
2020
Q3 		$22K Hold
1,490
– – 0.01% 85
2020
Q2 		$21K Hold
1,490
– – 0.01% 90
2020
Q1 		$18K Hold
1,490
– – 0.01% 79
2019
Q4 		$24K Buy
+1,490
New +$23.1K 0.02% 109

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hoey Investments's EOI Position: Q4 2020 in Review

Hoey Investments sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2020, closing a stake of 1,490 shares — an estimated $22K sold.

Hoey Investments first reported a position in EOI in Q4 2019 and held it in 4 quarters. The position peaked at $24K in Q4 2019. 70 funds tracked by Wall St. Rank hold EOI as of Q4 2020.

  • Hoey Investments reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2020 after selling out during the quarter.
  • Hoey Investments sold 1,490 Eaton Vance Enhanced Equity Income Fund shares in Q4 2020, an estimated $22K.
  • Hoey Investments first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2019 and held it in 4 quarters.
  • Hoey Investments's Eaton Vance Enhanced Equity Income Fund position peaked at $24K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2020.

Based on Hoey Investments's 13F filing for Q4 2020, filed 22 Jan 2021.