OPS
EOI

Orion Portfolio Solutions’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-119
Closed -$2K – 894
2020
Q2 		$2K Hold
119
– – ﹤0.01% 1757
2020
Q1 		$1K Buy
+119
New +$1.74K ﹤0.01% 1703

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's EOI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2020, closing a stake of 119 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in EOI in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 71 funds tracked by Wall St. Rank hold EOI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 119 Eaton Vance Enhanced Equity Income Fund shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Eaton Vance Enhanced Equity Income Fund position peaked at $2K in Q2 2020.
  • 71 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.