PMFA
EOI

Plante Moran Financial Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Plante Moran Financial Advisors’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
2021
Q4 		– Sell
-1,000
Closed -$19.5K – 1024
2021
Q3 		$18K Hold
1,000
– – ﹤0.01% 583
2021
Q2 		$19K Hold
1,000
– – ﹤0.01% 564
2021
Q1 		$17K Buy
+1,000
New +$16.6K ﹤0.01% 555

Other funds holding EOI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plante Moran Financial Advisors's EOI Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2021, closing a stake of 1,000 shares — an estimated $19.5K sold.

Plante Moran Financial Advisors first reported a position in EOI in Q1 2021 and held it in 3 quarters. The position peaked at $19K in Q2 2021. 74 funds tracked by Wall St. Rank hold EOI as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,000 Eaton Vance Enhanced Equity Income Fund shares in Q4 2021, an estimated $19.5K.
  • Plante Moran Financial Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2021 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $19K in Q2 2021.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.