Impact Partnership Wealth’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Impact Partnership 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
2024 Q2	–	Sell	-116	Closed	-$2.12K	–	348
2024 Q1	$2.12K	Hold	116	–	–	﹤0.01%	575
2023 Q4	$1.92K	Hold	116	–	–	﹤0.01%	696
2023 Q3	$1.84K	Hold	116	–	–	﹤0.01%	846
2023 Q2	$1.91K	Buy	+116	New	+$1.81K	﹤0.01%	684

Other funds holding EOI

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Impact Partnership Wealth's EOI Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2024, closing a stake of 116 shares — an estimated $2.12K sold.

Impact Partnership Wealth first reported a position in EOI in Q2 2023 and held it in 4 quarters. The position peaked at $2.12K in Q1 2024. 80 funds tracked by Wall St. Rank hold EOI as of Q2 2024.

Impact Partnership Wealth reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 116 Eaton Vance Enhanced Equity Income Fund shares in Q2 2024, an estimated $2.12K.
Impact Partnership Wealth first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's Eaton Vance Enhanced Equity Income Fund position peaked at $2.12K in Q1 2024.
80 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.