Newbridge Financial Services Group’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Newbridge Financial Services Group’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
2025 Q4	–	Sell	-1,000	Closed	-$21K	–	1271
2025 Q3	$21K	Hold	1,000	–	–	﹤0.01%	733
2025 Q2	$20.9K	Buy	+1,000	New	+$19.3K	﹤0.01%	714
2021 Q3	–	Sell	-1,000	Closed	-$19K	–	1450
2021 Q2	$19K	Hold	1,000	–	–	0.01%	789
2021 Q1	$17K	Hold	1,000	–	–	0.01%	729
2020 Q4	$16K	Hold	1,000	–	–	0.01%	596
2020 Q3	$15K	Buy	+1,000	New	+$15.1K	0.01%	576

Other funds holding EOI

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

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

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

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

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

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

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

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

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

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

Newbridge Financial Services Group's EOI Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2025, closing a stake of 1,000 shares — an estimated $21K sold.

Newbridge Financial Services Group first reported a position in EOI in Q3 2020 and held it in 6 quarters. The position peaked at $21K in Q3 2025. 88 funds tracked by Wall St. Rank hold EOI as of Q4 2025.

Newbridge Financial Services Group reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 1,000 Eaton Vance Enhanced Equity Income Fund shares in Q4 2025, an estimated $21K.
Newbridge Financial Services Group first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's Eaton Vance Enhanced Equity Income Fund position peaked at $21K in Q3 2025.
88 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.