VWA
EOI

V Wealth Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-564
Closed -$8K – 348
2017
Q2 		$8K Buy
+564
New +$7.58K ﹤0.01% 600

Other funds holding EOI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

V Wealth Advisors's EOI Position: Q3 2017 in Review

V Wealth Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2017, closing a stake of 564 shares — an estimated $8K sold.

V Wealth Advisors first reported a position in EOI in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 46 funds tracked by Wall St. Rank hold EOI as of Q3 2017.

  • V Wealth Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 564 Eaton Vance Enhanced Equity Income Fund shares in Q3 2017, an estimated $8K.
  • V Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $8K in Q2 2017.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.