Karpus Investment Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Karpus Investment 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
2021 Q2	–	Sell	-123,973	Closed	-$2.08M	–	302
2021 Q1	$2.08M	Sell	123,973 -394,083	-76%	-$6.53M	0.06%	174
2020 Q4	$8.38M	Buy	518,056 +24,383	+5%	+$373K	0.26%	95
2020 Q3	$7.23M	Sell	493,673 -246,054	-33%	-$3.7M	0.26%	91
2020 Q2	$10.5M	Sell	739,727 -12,480	-2%	-$168K	0.4%	66
2020 Q1	$9.11M	Buy	+752,207	New	+$11M	0.35%	65
2019 Q3	–	Sell	-50,019	Closed	-$749K	–	192
2019 Q2	$749K	Sell	50,019 -81,266	-62%	-$1.19M	0.03%	146
2019 Q1	$1.91M	Sell	131,285 -30,919	-19%	-$431K	0.07%	136
2018 Q4	$2.1M	Buy	+162,204	New	+$2.26M	0.09%	129
2017 Q2	–	Sell	-212,360	Closed	-$2.78M	–	146
2017 Q1	$2.78M	Sell	212,360 -5,400	-2%	-$69.6K	0.14%	89
2016 Q4	$2.7M	Buy	+217,760	New	+$2.67M	0.16%	101
2015 Q4	–	Sell	-13,354	Closed	-$159K	–	206
2015 Q3	$159K	Buy	+13,354	New	+$171K	0.01%	199
2014 Q1	–	Sell	-559,211	Closed	-$7.27M	–	195
2013 Q4	$7.27M	Sell	559,211 -243,149	-30%	-$3.06M	0.4%	68
2013 Q3	$9.68M	Sell	802,360 -355,309	-31%	-$4.29M	0.62%	43
2013 Q2	$13.4M	Buy	+1,157,669	New	+$13.7M	0.93%	30

Other funds holding EOI

RJA

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Karpus Investment Management's EOI Position: Q2 2021 in Review

Karpus Investment Management sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2021, closing a stake of 123,973 shares — an estimated $2.08M sold.

Karpus Investment Management first reported a position in EOI in Q2 2013 and held it in 14 quarters. The position peaked at $13.4M in Q2 2013. 68 funds tracked by Wall St. Rank hold EOI as of Q2 2021.

Karpus Investment Management reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2021 after selling out during the quarter.
Karpus Investment Management sold 123,973 Eaton Vance Enhanced Equity Income Fund shares in Q2 2021, an estimated $2.08M.
Karpus Investment Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2013 and held it in 14 quarters.
Karpus Investment Management's Eaton Vance Enhanced Equity Income Fund position peaked at $13.4M in Q2 2013.
68 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2021.

Based on Karpus Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.