Stockman Wealth Management, Inc.
Position in EOI — Eaton Vance Enhanced Equity Income Fund
CIK 1389400
BILLINGS, MT
Position in EOI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$206,580
-$19,580 QoQ
Shares Held
11,000
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#50
of 84 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EOI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Stockman Wealth Management, Inc. holds $2,502,652 across 8 Asset Management names. EOI ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USA |
Liberty All Star Equity Fund
|
99,563 | $552,574 | |
| 2 | THW |
abrdn World Healthcare Fund
|
42,609 | $497,247 | |
| 3 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
30,000 | $306,300 | |
| 4 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
34,529 | $299,021 | |
| 5 | BSTZ |
BlackRock Science & Technology Term Trust
|
12,303 | $272,511 | |
| 6 | EOI |
Eaton Vance Enhanced Equity Income Fund
This page
|
11,000 | $206,580 | |
| 7 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
10,000 | $204,600 | |
| 8 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
13,595 | $163,819 |
All Filings in EOI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,580 | 11,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $226,160 | 11,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $231,000 | 11,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $230,120 | 11,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $206,360 | 11,000 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $228,470 | 11,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $222,530 | 11,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $213,730 | 11,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $200,530 | 11,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $182,380 | 11,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $174,350 | 11,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $181,390 | 11,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $167,420 | 11,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $164,230 | 11,000 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $202,510 | 11,000 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $221,760 | 11,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $196,900 | 11,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $204,160 | 11,000 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $185,020 | 11,000 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||