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 $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

WealthPLAN Partners's EOI Position: Q3 2016 in Review

WealthPLAN Partners sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2016, closing a stake of 1,047 shares — an estimated $13 sold.

WealthPLAN Partners first reported a position in EOI in Q2 2016 and held it in 1 quarter. The position peaked at $13 in Q2 2016. 56 funds tracked by Wall St. Rank hold EOI as of Q3 2016.

  • WealthPLAN Partners reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 1,047 Eaton Vance Enhanced Equity Income Fund shares in Q3 2016, an estimated $13.
  • WealthPLAN Partners first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Eaton Vance Enhanced Equity Income Fund position peaked at $13 in Q2 2016.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.