NFG
EOI

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

Next Financial 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
2020
Q4 		– Sell
-366
Closed -$5K – 2359
2020
Q3 		$5K Buy
+366
New +$5.51K ﹤0.01% 1832

Other funds holding EOI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's EOI Position: Q4 2020 in Review

Next Financial Group sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2020, closing a stake of 366 shares — an estimated $5K sold.

Next Financial Group first reported a position in EOI in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 70 funds tracked by Wall St. Rank hold EOI as of Q4 2020.

  • Next Financial Group reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2020 after selling out during the quarter.
  • Next Financial Group sold 366 Eaton Vance Enhanced Equity Income Fund shares in Q4 2020, an estimated $5K.
  • Next Financial Group first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2020 and held it in 1 quarter.
  • Next Financial Group's Eaton Vance Enhanced Equity Income Fund position peaked at $5K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.