| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Eaton Vance Enhanced Equity Income Fund | – | 0.28 | 3.85 | 1.41 | 828.48 mm | 100 | Sep 2024 |
| 13F holders | Current |
|---|---|
| Total holders | 81 |
| Opened positions | 7 |
| Closed positions | 6 |
| Increased positions | 34 |
| Reduced positions | 19 |
| 13F shares | Current |
|---|---|
| Total value | 151.77 bn |
| Total shares | 8.07 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Fort Pitt Capital | 827.68 k | $16.74 bn |
| Raymond James & Associates | 693.65 k | $14.03 bn |
| MS Morgan Stanley | 658.47 k | $13.32 bn |
| BAC Bank of America | 552.57 k | $11.18 bn |
| Raymond James Financial Services Advisors | 550.53 k | $11.14 bn |
| Guggenheim Capital | 508.81 k | $10.29 bn |
| IVZ Invesco | 500.31 k | $10.12 bn |
| Cambridge Investment Research Advisors | 455.89 k | $9.22 mm |
| WFC Wells Fargo & Company | 393.23 k | $7.95 bn |
| Concurrent Investment Advisors | 246.63 k | $4.99 bn |
