Steigerwald Gordon & Koch’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Steigerwald Gordon & Koch’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 Q4	–	Sell	-10,000	Closed	-$160K	–	85
2018 Q3	$160K	Hold	10,000	–	–	0.04%	85
2018 Q2	$153K	Sell	10,000 -1,000	-9%	-$15.2K	0.04%	87
2018 Q1	$154K	Hold	11,000	–	–	0.04%	83
2017 Q4	$160K	Sell	11,000 -4,000	-27%	-$57.1K	0.04%	82
2017 Q3	$210K	Hold	15,000	–	–	0.06%	83
2017 Q2	$205K	Hold	15,000	–	–	0.06%	82
2017 Q1	$197K	Hold	15,000	–	–	0.06%	83
2016 Q4	$186K	Hold	15,000	–	–	0.06%	82
2016 Q3	$190K	Hold	15,000	–	–	0.07%	68
2016 Q2	$191K	Buy	+15,000	New	+$193K	0.07%	64

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Steigerwald Gordon & Koch's EOI Position: Q4 2018 in Review

Steigerwald Gordon & Koch sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2018, closing a stake of 10,000 shares — an estimated $160K sold.

Steigerwald Gordon & Koch first reported a position in EOI in Q2 2016 and held it in 10 quarters. The position peaked at $210K in Q3 2017. 65 funds tracked by Wall St. Rank hold EOI as of Q4 2018.

Steigerwald Gordon & Koch reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2018 after selling out during the quarter.
Steigerwald Gordon & Koch sold 10,000 Eaton Vance Enhanced Equity Income Fund shares in Q4 2018, an estimated $160K.
Steigerwald Gordon & Koch first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2016 and held it in 10 quarters.
Steigerwald Gordon & Koch's Eaton Vance Enhanced Equity Income Fund position peaked at $210K in Q3 2017.
65 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2018.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2018, filed 18 Jan 2019.