TL
EOI

Tradewinds LLC’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Tradewinds LLC’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
-10,623
Closed -$215K – 219
2024
Q3 		$215K Hold
10,623
– – 0.07% 151
2024
Q2 		$206K Buy
+10,623
New +$196K 0.06% 198

Other funds holding EOI

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

Tradewinds LLC's EOI Position: Q4 2024 in Review

Tradewinds LLC sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2024, closing a stake of 10,623 shares — an estimated $215K sold.

Tradewinds LLC first reported a position in EOI in Q2 2024 and held it in 2 quarters. The position peaked at $215K in Q3 2024. 84 funds tracked by Wall St. Rank hold EOI as of Q4 2024.

  • Tradewinds LLC reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • Tradewinds LLC sold 10,623 Eaton Vance Enhanced Equity Income Fund shares in Q4 2024, an estimated $215K.
  • Tradewinds LLC first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2024 and held it in 2 quarters.
  • Tradewinds LLC's Eaton Vance Enhanced Equity Income Fund position peaked at $215K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2024.

Based on Tradewinds LLC's 13F filing for Q4 2024, filed 12 Feb 2025.