WP
EOI

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

WealthPLAN 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
2016
Q3 		– Sell
-1,047
Closed -$13 – 991
2016
Q2 		$13 Buy
+1,047
New +$13.5K ﹤0.01% 2510

Other funds holding EOI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 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 $564B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return