SFS
EOI

Sowell Financial Services’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,183
Closed -$21K – 1157
2021
Q1 		$21K Buy
1,183
+19
+2% +$315 ﹤0.01% 2046
2020
Q4 		$19K Buy
1,164
+16
+1% +$245 ﹤0.01% 1764
2020
Q3 		$17K Buy
1,148
+21
+2% +$316 ﹤0.01% 1626
2020
Q2 		$16K Buy
1,127
+18
+2% +$243 ﹤0.01% 1532
2020
Q1 		$13K Buy
+1,109
New +$16.2K ﹤0.01% 1522

Other funds holding EOI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sowell Financial Services's EOI Position: Q2 2021 in Review

Sowell Financial Services sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2021, closing a stake of 1,183 shares — an estimated $21K sold.

Sowell Financial Services first reported a position in EOI in Q1 2020 and held it in 5 quarters. The position peaked at $21K in Q1 2021. 68 funds tracked by Wall St. Rank hold EOI as of Q2 2021.

  • Sowell Financial Services reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,183 Eaton Vance Enhanced Equity Income Fund shares in Q2 2021, an estimated $21K.
  • Sowell Financial Services first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Eaton Vance Enhanced Equity Income Fund position peaked at $21K in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.