SB
EOI

Strategic Blueprint’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-5,600
Closed -$104K – 651
2021
Q2 		$104K Buy
+5,600
New +$100K 0.02% 488

Other funds holding EOI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Strategic Blueprint's EOI Position: Q3 2021 in Review

Strategic Blueprint sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2021, closing a stake of 5,600 shares — an estimated $104K sold.

Strategic Blueprint first reported a position in EOI in Q2 2021 and held it in 1 quarter. The position peaked at $104K in Q2 2021. 69 funds tracked by Wall St. Rank hold EOI as of Q3 2021.

  • Strategic Blueprint reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 5,600 Eaton Vance Enhanced Equity Income Fund shares in Q3 2021, an estimated $104K.
  • Strategic Blueprint first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's Eaton Vance Enhanced Equity Income Fund position peaked at $104K in Q2 2021.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.