LF
EOI

Lee Financial’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Lee Financial’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
2019
Q1 		– Sell
-295
Closed -$4K – 520
2018
Q4 		$4K Hold
295
– – ﹤0.01% 376
2018
Q3 		$5K Buy
+295
New +$4.69K ﹤0.01% 402

Other funds holding EOI

Bank of America
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee Financial's EOI Position: Q1 2019 in Review

Lee Financial sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2019, closing a stake of 295 shares — an estimated $4K sold.

Lee Financial first reported a position in EOI in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 65 funds tracked by Wall St. Rank hold EOI as of Q1 2019.

  • Lee Financial reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2019 after selling out during the quarter.
  • Lee Financial sold 295 Eaton Vance Enhanced Equity Income Fund shares in Q1 2019, an estimated $4K.
  • Lee Financial first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2018 and held it in 2 quarters.
  • Lee Financial's Eaton Vance Enhanced Equity Income Fund position peaked at $5K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.