Wealth Quarterback LLC Eaton Vance Enhanced Equity Income Fund Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 17, 2020	SELL	$11.25 - $14.76 $11,621 - $15,247	-1,033 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$9.7 - $16.4 $20,690 - $34,981	-2,133 Reduced 67.37%	1,033 $12,000
Q4 2019 Feb 27, 2020	BUY	$14.73 - $15.95 $46,635 - $50,497	3,166 New	3,166 $50,000

Others Institutions Holding EOI

# of Institutions

88

Shares Held

8.11M

Call Options Held

0

Put Options Held

0

Fort Pitt Capital Group, LLC

828K
Shares

$17.8 Million
0.47% of portfolio
Raymond James & Associates St Petersburg, FL

694K
Shares

$14.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

658K
Shares

$14.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

553K
Shares

$11.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

551K
Shares

$11.8 Million
0.02% of portfolio

About Eaton Vance Enhanced Equity Income Fund

Ticker EOI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Enhanced Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in the stocks of large-cap and mid-cap companies with a f...

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