JY
EOI

Jeff Yass’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Jeff Yass’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
2018
Q4 		– Sell
-12,349
Closed -$198K – 9157
2018
Q3 		$198K Buy
12,349
+807
+7% +$12.8K ﹤0.01% 8232
2018
Q2 		$177K Buy
+11,542
New +$176K ﹤0.01% 8715

Other funds holding EOI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Jeff Yass's EOI Position: Q4 2018 in Review

Jeff Yass sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2018, closing a stake of 12,349 shares — an estimated $198K sold.

Jeff Yass first reported a position in EOI in Q2 2018 and held it in 2 quarters. The position peaked at $198K in Q3 2018. 65 funds tracked by Wall St. Rank hold EOI as of Q4 2018.

  • Jeff Yass reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2018 after selling out during the quarter.
  • Jeff Yass sold 12,349 Eaton Vance Enhanced Equity Income Fund shares in Q4 2018, an estimated $198K.
  • Jeff Yass first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2018 and held it in 2 quarters.
  • Jeff Yass's Eaton Vance Enhanced Equity Income Fund position peaked at $198K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2018.

Based on Susquehanna International Group's 13F filing for Q4 2018, filed 14 Feb 2019.