EATON VANCE ENH EQTY INC FD's ticker is EOS and the CUSIP is 278277108.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,693 | -9.8% | 16,513 | -6.1% | 0.00% | 0.0% |
| Q2 2023 | $314,524 | +36.2% | 17,581 | +87.0% | 0.00% | +50.0% |
| Q4 2021 | $231,000 | +824.0% | 9,400 | +394.2% | 0.00% | +100.0% |
| Q4 2015 | $25,000 | +8.7% | 1,902 | +0.4% | 0.00% | 0.0% |
| Q3 2015 | $23,000 | +27.8% | 1,895 | +43.6% | 0.00% | 0.0% |
| Q2 2015 | $18,000 | 0.0% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $18,000 | 0.0% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $18,000 | +5.9% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $17,000 | 0.0% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $17,000 | 0.0% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $17,000 | 0.0% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $17,000 | – | 1,320 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 29,768 | $383,000 | 0.33% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 97,335 | $1,251,000 | 0.22% |
| RMR Advisors LLC | 35,188 | $452,000 | 0.22% |
| Cypress Capital Management LLC (WY) | 12,580 | $161,653,000 | 0.21% |
| Formidable Asset Management, LLC | 24,271 | $324,000 | 0.18% |
| Advisors Asset Management, Inc. | 608,460 | $7,819,000 | 0.13% |
| Domani Wealth, LLC | 15,500 | $199,000 | 0.08% |
| Stratos Wealth Partners, LTD. | 63,110 | $811,000 | 0.06% |
| SeaBridge Investment Advisors LLC | 17,300 | $222,000 | 0.06% |
| Steigerwald, Gordon & Koch Inc. | 10,000 | $129,000 | 0.05% |