WQ
EOI

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

Wealth Quarterback’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
2020
Q2 		– Sell
-1,033
Closed -$12.5K – 299
2020
Q1 		$12.5K Sell
1,033
-2,133
-67% -$31.2K 0.01% 427
2019
Q4 		$19.6K Buy
+3,166
New +$49K 0.02% 360

Other funds holding EOI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Quarterback's EOI Position: Q2 2020 in Review

Wealth Quarterback sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2020, closing a stake of 1,033 shares — an estimated $12.5K sold.

Wealth Quarterback first reported a position in EOI in Q4 2019 and held it in 2 quarters. The position peaked at $19.6K in Q4 2019. 67 funds tracked by Wall St. Rank hold EOI as of Q2 2020.

  • Wealth Quarterback reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 1,033 Eaton Vance Enhanced Equity Income Fund shares in Q2 2020, an estimated $12.5K.
  • Wealth Quarterback first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's Eaton Vance Enhanced Equity Income Fund position peaked at $19.6K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.