Tower Research Capital (TRC)’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Tower Research Capital (TRC)’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
2025 Q1	–	Sell	-185	Closed	-$3.84K	–	5344
2024 Q4	$3.84K	Buy	+185	New	+$3.85K	﹤0.01%	4574
2024 Q2	–	Sell	-234	Closed	-$4.27K	–	5753
2024 Q1	$4.27K	Buy	+234	New	+$4.1K	﹤0.01%	4702
2022 Q1	–	Sell	-300	Closed	-$6K	–	6193
2021 Q4	$6K	Buy	+300	New	+$5.85K	﹤0.01%	5018
2019 Q3	–	Sell	-52	Closed	-$1K	–	4190
2019 Q2	$1K	Buy	+52	New	+$764	﹤0.01%	3423
2016 Q1	–	Sell	-1,940	Closed	-$26K	–	4311
2015 Q4	$26K	Buy	+1,940	New	+$24.7K	﹤0.01%	1015
2015 Q3	–	Sell	-2,775	Closed	-$36K	–	4191
2015 Q2	$36K	Buy	+2,775	New	+$38K	﹤0.01%	1616
2014 Q4	–	Sell	-5,572	Closed	-$76K	–	4168
2014 Q3	$76K	Buy	+5,572	New	+$77.5K	0.01%	1187
2014 Q2	–	Sell	-1,015	Closed	-$13K	–	4177
2014 Q1	$13K	Sell	1,015 -9,785	-91%	-$127K	﹤0.01%	2337
2013 Q4	$140K	Buy	10,800 +2,781	+35%	+$35K	0.02%	671
2013 Q3	$97K	Buy	8,019 +5,219	+186%	+$63.1K	0.01%	1326
2013 Q2	$32K	Buy	+2,800	New	+$33K	﹤0.01%	1280

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tower Research Capital (TRC)'s EOI Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2025, closing a stake of 185 shares — an estimated $3.84K sold.

Tower Research Capital (TRC) first reported a position in EOI in Q2 2013 and held it in 11 quarters. The position peaked at $140K in Q4 2013. 82 funds tracked by Wall St. Rank hold EOI as of Q1 2025.

Tower Research Capital (TRC) reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 185 Eaton Vance Enhanced Equity Income Fund shares in Q1 2025, an estimated $3.84K.
Tower Research Capital (TRC) first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2013 and held it in 11 quarters.
Tower Research Capital (TRC)'s Eaton Vance Enhanced Equity Income Fund position peaked at $140K in Q4 2013.
82 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.