SFC
EOI

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

Strategic Financial Concepts’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
2024
Q3 		– Sell
-173,604
Closed -$9.2K – 366
2024
Q2 		$9.2K Buy
+173,604
New +$3.2M 0.01% 417

Other funds holding EOI

FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Strategic Financial Concepts's EOI Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2024, closing a stake of 173,604 shares — an estimated $9.2K sold.

Strategic Financial Concepts first reported a position in EOI in Q2 2024 and held it in 1 quarter. The position peaked at $9.2K in Q2 2024. 82 funds tracked by Wall St. Rank hold EOI as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 173,604 Eaton Vance Enhanced Equity Income Fund shares in Q3 2024, an estimated $9.2K.
  • Strategic Financial Concepts first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Eaton Vance Enhanced Equity Income Fund position peaked at $9.2K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.