Dark
Light
System
Security
EATON VANCE ENHANCED EQUITY
EATON VANCE ENHANCED EQUITY. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 67 Institutional holders with a total value of $83,637,515.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CREATIVE FINANCIAL DESIGNS INC /ADV 200 3,000 0.00%
2 CWM, LLC 300 4,000 0.00%
3 WHITTIER TRUST CO OF NEVADA INC 950 12,000 0.01%
4 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 886 12,000 0.01%
5 SECURITY NATIONAL TRUST CO 1,000 13,000 0.02%
6 CITY HOLDING CO 1,260 16,000 0.02%
7 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1,469 18,000 0.02%
8 GENEOS WEALTH MANAGEMENT INC. 1,766 22,000 0.03%
9 BENJAMIN F. EDWARDS & COMPANY, INC. 1,766 23,000 0.03%
10 Brick & Kyle, Associates 2,525 32,000 0.04%
11 Joel Isaacson & Co., LLC 2,783 36,000 0.04%
12 MSI Financial Services Inc 3,110 40,000 0.05%
13 CAPTRUST FINANCIAL ADVISORS 3,225 41,000 0.05%
14 ADVISOR GROUP, INC. 3,365 43,000 0.05%
15 BANK OF MONTREAL /CAN/ 4,000 52,000 0.06%
16 HIGH POINT BANK & TRUST CO 4,330 55,000 0.07%
17 MOSAIC FAMILY WEALTH, LLC 4,881 62,000 0.07%
18 CITIGROUP INC 5,920 76,000 0.09%
19 IFP ADVISORS, INC 6,223 80,000 0.10%
20 NEXT Financial Group, Inc 7,132 91,000 0.11%
21 Cypress Capital Management LLC (WY) 9,600 123,515 0.15%
22 Steigerwald, Gordon & Koch Inc. 10,000 128,000 0.15%
23 Bank of New York Mellon Corp 10,400 133,000 0.16%
24 PNC FINANCIAL SERVICES GROUP, INC. 10,302 133,000 0.16%
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,626 136,000 0.16%
26 LADENBURG THALMANN FINANCIAL SERVICES INC. 11,405 148,000 0.18%
27 Creative Planning 11,723 150,000 0.18%
28 US BANCORP \DE\ 12,058 154,000 0.18%
29 WEDBUSH SECURITIES INC 12,045 154,000 0.18%
30 CITADEL ADVISORS LLC 13,243 170,000 0.20%
31 KEYBANK NATIONAL ASSOCIATION/OH 14,800 189,000 0.23%
32 DOMANI WEALTH, LLC 15,500 198,000 0.24%
33 SeaBridge Investment Advisors LLC 17,300 221,000 0.26%
34 DOLIVER ADVISORS, LP 19,181 246,000 0.29%
35 Dana Investment Advisors, Inc. 19,783 253,000 0.30%
36 M&T BANK CORP 20,093 257,000 0.31%
37 BB&T SECURITIES, LLC 19,115 263,000 0.31%
38 NATIONAL PLANNING CORP 21,040 282,000 0.34%
39 ALLEGIS INVESTMENT ADVISORS, LLC 23,769 304,000 0.36%
40 Formidable Asset Management, LLC 23,950 307,000 0.37%
41 MILLENNIUM MANAGEMENT LLC 25,379 325,000 0.39%
42 Weiss Asset Management LP 26,019 333,000 0.40%
43 Shaker Financial Services, LLC 27,475 352,000 0.42%
44 Cambridge Investment Research Advisors, Inc. 29,504 378,000 0.45%
45 SUNTRUST BANKS INC 30,423 389,000 0.47%
46 V WEALTH MANAGEMENT,LLC 31,645 406,000 0.49%
47 EATON VANCE MANAGEMENT 31,750 406,000 0.49%
48 RMR Advisors LLC 35,188 450,000 0.54%
49 AVIANCE CAPITAL MANAGEMENT, LLC 35,948 460,000 0.55%
50 Cetera Advisor Networks LLC 40,142 516,000 0.62%
Page 1 of 2

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.