Sigma Planning Corp’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Sigma Planning Corp’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
2018 Q1	–	Sell	-28,006	Closed	-$406K	–	871
2017 Q4	$406K	Buy	28,006 +17,715	+172%	+$253K	0.03%	498
2017 Q3	$144K	Buy	+10,291	New	+$140K	0.01%	802
2016 Q4	–	Sell	-18,417	Closed	-$233K	–	757
2016 Q3	$233K	Buy	18,417 +1,743	+10%	+$22.7K	0.03%	597
2016 Q2	$212K	Buy	+16,674	New	+$215K	0.03%	598

Other funds holding EOI

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Sigma Planning Corp's EOI Position: Q1 2018 in Review

Sigma Planning Corp sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2018, closing a stake of 28,006 shares — an estimated $406K sold.

Sigma Planning Corp first reported a position in EOI in Q2 2016 and held it in 4 quarters. The position peaked at $406K in Q4 2017. 60 funds tracked by Wall St. Rank hold EOI as of Q1 2018.

Sigma Planning Corp reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2018 after selling out during the quarter.
Sigma Planning Corp sold 28,006 Eaton Vance Enhanced Equity Income Fund shares in Q1 2018, an estimated $406K.
Sigma Planning Corp first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2016 and held it in 4 quarters.
Sigma Planning Corp's Eaton Vance Enhanced Equity Income Fund position peaked at $406K in Q4 2017.
60 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2018.

Based on Sigma Planning Corp's 13F filing for Q1 2018, filed 11 May 2018.