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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,000	Closed	-$136K	–	435
2024 Q2	$136K	Hold	7,000	–	–	0.07%	214
2024 Q1	$128K	Buy	+7,000	New	+$123K	0.07%	224
2023 Q4	–	Sell	-7,000	Closed	-$111K	–	409
2023 Q3	$111K	Hold	7,000	–	–	0.08%	184
2023 Q2	$115K	Hold	7,000	–	–	0.08%	181
2023 Q1	$107K	Hold	7,000	–	–	0.08%	185
2022 Q4	$105K	Buy	+7,000	New	+$111K	0.07%	234

Other funds holding EOI

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

RJA

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

RJFSA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Register Financial Advisors's EOI Position: Q3 2024 in Review

Register Financial Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2024, closing a stake of 7,000 shares — an estimated $136K sold.

Register Financial Advisors first reported a position in EOI in Q4 2022 and held it in 6 quarters. The position peaked at $136K in Q2 2024. 82 funds tracked by Wall St. Rank hold EOI as of Q3 2024.

Register Financial Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 7,000 Eaton Vance Enhanced Equity Income Fund shares in Q3 2024, an estimated $136K.
Register Financial Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $136K in Q2 2024.
82 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.