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EOI

Transce3nd’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Transce3nd’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
-393
Closed -$8.16K – 1303
2024
Q4 		$8.16K Buy
+393
New +$8.17K ﹤0.01% 802

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transce3nd's EOI Position: Q1 2025 in Review

Transce3nd sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2025, closing a stake of 393 shares — an estimated $8.16K sold.

Transce3nd first reported a position in EOI in Q4 2024 and held it in 1 quarter. The position peaked at $8.16K in Q4 2024. 82 funds tracked by Wall St. Rank hold EOI as of Q1 2025.

  • Transce3nd reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2025 after selling out during the quarter.
  • Transce3nd sold 393 Eaton Vance Enhanced Equity Income Fund shares in Q1 2025, an estimated $8.16K.
  • Transce3nd first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2024 and held it in 1 quarter.
  • Transce3nd's Eaton Vance Enhanced Equity Income Fund position peaked at $8.16K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.