Ranch Capital Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Ranch Capital 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	-3,407	Closed	-$61K	–	276
2021 Q3	$61K	Hold	3,407	–	–	0.04%	246
2021 Q2	$63K	Hold	3,407	–	–	0.04%	271
2021 Q1	$57K	Hold	3,407	–	–	0.04%	267
2020 Q4	$55K	Hold	3,407	–	–	0.04%	275
2020 Q3	$49K	Hold	3,407	–	–	0.04%	291
2020 Q2	$52K	Hold	3,407	–	–	0.04%	294
2020 Q1	$41K	Hold	3,407	–	–	0.04%	306
2019 Q4	$54K	Buy	+3,407	New	+$52.7K	0.04%	317

Other funds holding EOI

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ranch Capital Advisors's EOI Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2021, closing a stake of 3,407 shares — an estimated $61K sold.

Ranch Capital Advisors first reported a position in EOI in Q4 2019 and held it in 8 quarters. The position peaked at $63K in Q2 2021. 74 funds tracked by Wall St. Rank hold EOI as of Q4 2021.

Ranch Capital Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 3,407 Eaton Vance Enhanced Equity Income Fund shares in Q4 2021, an estimated $61K.
Ranch Capital Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $63K in Q2 2021.
74 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.