Wealthcare Advisory Partners’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-2,002	Closed	-$34K	–	918
2021 Q1	$34K	Buy	+2,002	New	+$33.2K	﹤0.01%	1014
2020 Q2	–	Sell	-2,001	Closed	-$24K	–	613
2020 Q1	$24K	Buy	2,001 +2,000	+200,000%	+$29.2K	﹤0.01%	686
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1399
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1360
2019 Q2	$0	Hold	1	–	–	﹤0.01%	1323
2019 Q1	$0	Hold	1	–	–	﹤0.01%	1227
2018 Q4	$0	Hold	1	–	–	﹤0.01%	1214
2018 Q3	$0	Hold	1	–	–	﹤0.01%	1245
2018 Q2	$0	Buy	+1	New	+$15	﹤0.01%	1250

Other funds holding EOI

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthcare Advisory Partners's EOI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2021, closing a stake of 2,002 shares — an estimated $34K sold.

Wealthcare Advisory Partners first reported a position in EOI in Q2 2018 and held it in 9 quarters. The position peaked at $34K in Q1 2021. 68 funds tracked by Wall St. Rank hold EOI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,002 Eaton Vance Enhanced Equity Income Fund shares in Q2 2021, an estimated $34K.
Wealthcare Advisory Partners first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Eaton Vance Enhanced Equity Income Fund position peaked at $34K in Q1 2021.
68 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.