TCWM
EOI

Total Clarity Wealth Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Total Clarity Wealth Management’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
2020
Q1 		– Sell
-3,725
Closed -$59K – 230
2019
Q4 		$59K Buy
+3,725
New +$57.7K 0.04% 241

Other funds holding EOI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Total Clarity Wealth Management's EOI Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2020, closing a stake of 3,725 shares — an estimated $59K sold.

Total Clarity Wealth Management first reported a position in EOI in Q4 2019 and held it in 1 quarter. The position peaked at $59K in Q4 2019. 70 funds tracked by Wall St. Rank hold EOI as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 3,725 Eaton Vance Enhanced Equity Income Fund shares in Q1 2020, an estimated $59K.
  • Total Clarity Wealth Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Eaton Vance Enhanced Equity Income Fund position peaked at $59K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.