SC
EOI

Stolper & Co’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Stolper & Co’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
Q1 		– Sell
-36,554
Closed -$591K – 89
2020
Q4 		$591K Sell
36,554
-697
-2% -$10.7K 0.33% 65
2020
Q3 		$545K Buy
37,251
+1,742
+5% +$26.2K 0.35% 59
2020
Q2 		$503K Buy
+35,509
New +$479K 0.33% 62

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

Stolper & Co's EOI Position: Q1 2021 in Review

Stolper & Co sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2021, closing a stake of 36,554 shares — an estimated $591K sold.

Stolper & Co first reported a position in EOI in Q2 2020 and held it in 3 quarters. The position peaked at $591K in Q4 2020. 71 funds tracked by Wall St. Rank hold EOI as of Q1 2021.

  • Stolper & Co reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Stolper & Co sold 36,554 Eaton Vance Enhanced Equity Income Fund shares in Q1 2021, an estimated $591K.
  • Stolper & Co first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2020 and held it in 3 quarters.
  • Stolper & Co's Eaton Vance Enhanced Equity Income Fund position peaked at $591K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2021.

Based on Stolper & Co's 13F filing for Q1 2021, filed 9 Apr 2021.