TWA
EOI

TCI Wealth Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

TCI Wealth Advisors’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
-100
Closed -$2K – 2428
2021
Q2 		$2K Buy
+100
New +$1.79K ﹤0.01% 1990

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

TCI Wealth Advisors's EOI Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in EOI in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 69 funds tracked by Wall St. Rank hold EOI as of Q3 2021.

  • TCI Wealth Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Eaton Vance Enhanced Equity Income Fund shares in Q3 2021, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $2K in Q2 2021.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.