Parkside Financial Bank & Trust’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Parkside Financial Bank & Trust’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 Q2	–	Sell	-485	Closed	-$7.38K	–	2038
2023 Q1	$7.38K	Buy	+485	New	+$7.56K	﹤0.01%	1213
2019 Q3	–	Sell	-1,518	Closed	-$23K	–	1586
2019 Q2	$23K	Hold	1,518	–	–	0.01%	597
2019 Q1	$22K	Hold	1,518	–	–	0.01%	573
2018 Q4	$20K	Buy	+1,518	New	+$21.1K	0.01%	566

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Parkside Financial Bank & Trust's EOI Position: Q2 2023 in Review

Parkside Financial Bank & Trust sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2023, closing a stake of 485 shares — an estimated $7.38K sold.

Parkside Financial Bank & Trust first reported a position in EOI in Q4 2018 and held it in 4 quarters. The position peaked at $23K in Q2 2019. 76 funds tracked by Wall St. Rank hold EOI as of Q2 2023.

Parkside Financial Bank & Trust reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2023 after selling out during the quarter.
Parkside Financial Bank & Trust sold 485 Eaton Vance Enhanced Equity Income Fund shares in Q2 2023, an estimated $7.38K.
Parkside Financial Bank & Trust first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2018 and held it in 4 quarters.
Parkside Financial Bank & Trust's Eaton Vance Enhanced Equity Income Fund position peaked at $23K in Q2 2019.
76 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.