PS
EOI

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

Planned 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
2024
Q4 		– Sell
-461
Closed -$9.33K – 260
2024
Q3 		$9.33K Buy
+461
New +$8.9K ﹤0.01% 456
2024
Q1 		– Sell
-461
Closed -$7.64K – 219
2023
Q4 		$7.64K Buy
+461
New +$7.22K ﹤0.01% 442

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Planned Solutions's EOI Position: Q4 2024 in Review

Planned Solutions sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2024, closing a stake of 461 shares — an estimated $9.33K sold.

Planned Solutions first reported a position in EOI in Q4 2023 and held it in 2 quarters. The position peaked at $9.33K in Q3 2024. 84 funds tracked by Wall St. Rank hold EOI as of Q4 2024.

  • Planned Solutions reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 461 Eaton Vance Enhanced Equity Income Fund shares in Q4 2024, an estimated $9.33K.
  • Planned Solutions first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Eaton Vance Enhanced Equity Income Fund position peaked at $9.33K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.