SIS
EOI

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

Strategic Investment Solutions’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
Q4 		– Sell
-977
Closed -$19.8K – 659
2024
Q3 		$19.8K Buy
+977
New +$18.9K 0.01% 286

Other funds holding EOI

Raymond James Financial
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Strategic Investment Solutions's EOI Position: Q4 2024 in Review

Strategic Investment Solutions sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2024, closing a stake of 977 shares — an estimated $19.8K sold.

Strategic Investment Solutions first reported a position in EOI in Q3 2024 and held it in 1 quarter. The position peaked at $19.8K in Q3 2024. 84 funds tracked by Wall St. Rank hold EOI as of Q4 2024.

  • Strategic Investment Solutions reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 977 Eaton Vance Enhanced Equity Income Fund shares in Q4 2024, an estimated $19.8K.
  • Strategic Investment Solutions first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2024 and held it in 1 quarter.
  • Strategic Investment Solutions's Eaton Vance Enhanced Equity Income Fund position peaked at $19.8K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2024.

Based on Strategic Investment Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.