Level Four Advisory Services’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Level Four Advisory Services’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	-13,141	Closed	-$221K	–	649
2021 Q1	$221K	Buy	13,141 +212	+2%	+$3.51K	0.02%	584
2020 Q4	$209K	Buy	12,929 +228	+2%	+$3.48K	0.02%	556
2020 Q3	$186K	Buy	12,701 +223	+2%	+$3.36K	0.01%	521
2020 Q2	$177K	Buy	+12,478	New	+$168K	0.01%	544

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

Level Four Advisory Services's EOI Position: Q2 2021 in Review

Level Four Advisory Services sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2021, closing a stake of 13,141 shares — an estimated $221K sold.

Level Four Advisory Services first reported a position in EOI in Q2 2020 and held it in 4 quarters. The position peaked at $221K in Q1 2021. 68 funds tracked by Wall St. Rank hold EOI as of Q2 2021.

Level Four Advisory Services reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2021 after selling out during the quarter.
Level Four Advisory Services sold 13,141 Eaton Vance Enhanced Equity Income Fund shares in Q2 2021, an estimated $221K.
Level Four Advisory Services first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2020 and held it in 4 quarters.
Level Four Advisory Services's Eaton Vance Enhanced Equity Income Fund position peaked at $221K in Q1 2021.
68 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2021.

Based on Level Four Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.