Lido Advisors
EOI

Lido Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Lido Advisors’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
2023
Q1 		– Sell
-13,512
Closed -$202K – 1177
2022
Q4 		$202K Buy
+13,512
New +$214K ﹤0.01% 898

Other funds holding EOI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors's EOI Position: Q1 2023 in Review

Lido Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2023, closing a stake of 13,512 shares — an estimated $202K sold.

Lido Advisors first reported a position in EOI in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 76 funds tracked by Wall St. Rank hold EOI as of Q1 2023.

  • Lido Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 13,512 Eaton Vance Enhanced Equity Income Fund shares in Q1 2023, an estimated $202K.
  • Lido Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2022 and held it in 1 quarter.
  • Lido Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $202K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.