MCC
EOI

Money Concepts Capital’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Money Concepts Capital’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
-10,178
Closed -$152K – 1183
2022
Q4 		$152K Buy
+10,178
New +$161K 0.01% 799
2022
Q2 		– Sell
-8,563
Closed -$158K – 1764
2022
Q1 		$158K Buy
+8,563
New +$161K 0.01% 825

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

Money Concepts Capital's EOI Position: Q1 2023 in Review

Money Concepts Capital sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2023, closing a stake of 10,178 shares — an estimated $152K sold.

Money Concepts Capital first reported a position in EOI in Q1 2022 and held it in 2 quarters. The position peaked at $158K in Q1 2022. 76 funds tracked by Wall St. Rank hold EOI as of Q1 2023.

  • Money Concepts Capital reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 10,178 Eaton Vance Enhanced Equity Income Fund shares in Q1 2023, an estimated $152K.
  • Money Concepts Capital first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Eaton Vance Enhanced Equity Income Fund position peaked at $158K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.