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

Meridian Wealth 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
2022 Q3	–	Sell	-10,000	Closed	-$148K	–	190
2022 Q2	$148K	Hold	10,000	–	–	0.04%	191
2022 Q1	$184K	Hold	10,000	–	–	0.04%	205
2021 Q4	$202K	Hold	10,000	–	–	0.05%	194
2021 Q3	$179K	Hold	10,000	–	–	0.05%	191
2021 Q2	$186K	Hold	10,000	–	–	0.05%	191
2021 Q1	$168K	Hold	10,000	–	–	0.06%	178
2020 Q4	$162K	Hold	10,000	–	–	0.06%	172
2020 Q3	$146K	Hold	10,000	–	–	0.06%	157
2020 Q2	$142K	Buy	+10,000	New	+$135K	0.07%	160
2020 Q1	–	Sell	-10,000	Closed	-$159K	–	150
2019 Q4	$159K	Hold	10,000	–	–	0.06%	159
2019 Q3	$151K	Hold	10,000	–	–	0.06%	148
2019 Q2	$150K	Hold	10,000	–	–	0.1%	124
2019 Q1	$144K	Hold	10,000	–	–	0.11%	121
2018 Q4	$130K	Buy	+10,000	New	+$139K	0.1%	146

Other funds holding EOI

RJA

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

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

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

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Meridian Wealth Advisors's EOI Position: Q3 2022 in Review

Meridian Wealth Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2022, closing a stake of 10,000 shares — an estimated $148K sold.

Meridian Wealth Advisors first reported a position in EOI in Q4 2018 and held it in 14 quarters. The position peaked at $202K in Q4 2021. 68 funds tracked by Wall St. Rank hold EOI as of Q3 2022.

Meridian Wealth Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 10,000 Eaton Vance Enhanced Equity Income Fund shares in Q3 2022, an estimated $148K.
Meridian Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2018 and held it in 14 quarters.
Meridian Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $202K in Q4 2021.
68 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2022.

Based on Meridian Wealth Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.