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

Mariner’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
2026 Q1	–	Sell	-10,801	Closed	-$222K	–	3642
2025 Q4	$222K	Hold	10,801	–	–	﹤0.01%	3089
2025 Q3	$227K	Sell	10,801 -13,200	-55%	-$278K	﹤0.01%	3064
2025 Q2	$502K	Buy	24,001 +13,100	+120%	+$253K	﹤0.01%	2334
2025 Q1	$205K	Buy	10,901 +100	+0.9%	+$2.02K	﹤0.01%	2988
2024 Q4	$224K	Sell	10,801 -1,147	-10%	-$23.8K	﹤0.01%	2906
2024 Q3	$242K	Buy	11,948 +151	+1%	+$2.91K	﹤0.01%	2764
2024 Q2	$229K	Buy	11,797 +1,377	+13%	+$25.4K	﹤0.01%	2672
2024 Q1	$190K	Sell	10,420 -5,000	-32%	-$87.7K	﹤0.01%	2792
2023 Q4	$256K	Buy	15,420 +5,000	+48%	+$78.3K	﹤0.01%	2482
2023 Q3	$165K	Buy	+10,420	New	+$171K	﹤0.01%	2578

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Mariner's EOI Position: Q1 2026 in Review

Mariner sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2026, closing a stake of 10,801 shares — an estimated $222K sold.

Mariner first reported a position in EOI in Q3 2023 and held it in 10 quarters. The position peaked at $502K in Q2 2025. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

Mariner reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2026 after selling out during the quarter.
Mariner sold 10,801 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $222K.
Mariner first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2023 and held it in 10 quarters.
Mariner's Eaton Vance Enhanced Equity Income Fund position peaked at $502K in Q2 2025.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.