TWM
EOI

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

Tradition 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
2022
Q4 		– Sell
-679
Closed -$10K – 1173
2022
Q3 		$10K Buy
+679
New +$10.7K ﹤0.01% 930

Other funds holding EOI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 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
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
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

Tradition Wealth Management's EOI Position: Q4 2022 in Review

Tradition Wealth Management sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2022, closing a stake of 679 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in EOI in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 79 funds tracked by Wall St. Rank hold EOI as of Q4 2022.

  • Tradition Wealth Management reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 679 Eaton Vance Enhanced Equity Income Fund shares in Q4 2022, an estimated $10K.
  • Tradition Wealth Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2022 and held it in 1 quarter.
  • Tradition Wealth Management's Eaton Vance Enhanced Equity Income Fund position peaked at $10K in Q3 2022.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.