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Eaton Vance Enhanced Equity Income Fund

Regulatory Filings Aug 27, 2010

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N-Q 1 b82241a1nvq.htm FORM N-Q nvq PAGEBREAK

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form N-Q

QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES

811-21614

Investment Company Act File Number

Eaton Vance Enhanced Equity Income Fund

(Exact Name of Registrant as Specified in Charter)

Two International Place, Boston, Massachusetts 02110 (Address of Principal Executive Offices)

Maureen A. Gemma Two International Place, Boston, Massachusetts 02110 (Name and Address of Agent for Services)

(617) 482-8260

(Registrant’s Telephone Number, Including Area Code)

September 30

Date of Fiscal Year End

June 30, 2010

Date of Reporting Period

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TOC /TOC link2 "Item 1. Schedule of Investments"

Item 1. Schedule of Investments

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Eaton Vance Enhanced Equity Income Fund as of June 30, 2010

PORTFOLIO OF INVESTMENTS (Unaudited)

Common Stocks — 98.8% (1)

Security Value
Aerospace & Defense — 1.8%
General Dynamics Corp. 87,890 $ 5,146,838
Lockheed Martin Corp. 51,489 3,835,930
$ 8,982,768
Air Freight & Logistics — 0.7%
FedEx Corp. 49,044 $ 3,438,475
$ 3,438,475
Beverages — 2.7%
Coca-Cola Co. (The) 102,852 $ 5,154,942
PepsiCo, Inc. 129,030 7,864,379
$ 13,019,321
Biotechnology — 1.4%
Amgen,
Inc. (2) 94,121 $ 4,950,765
Celgene
Corp. (2) 37,704 1,916,117
$ 6,866,882
Capital Markets — 2.5%
Goldman Sachs Group, Inc. 39,870 $ 5,233,735
Northern Trust Corp. 92,239 4,307,561
State Street Corp. 72,658 2,457,294
$ 11,998,590
Commercial Banks — 3.9%
KeyCorp 308,415 $ 2,371,711
PNC Financial Services Group, Inc. 73,748 4,166,762
U.S. Bancorp 147,462 3,295,776
Wells Fargo & Co. 352,605 9,026,688
$ 18,860,937
Commercial Services & Supplies — 1.0%
Waste Management, Inc. 148,857 $ 4,657,736
$ 4,657,736
Communications Equipment — 2.7%
Cisco Systems,
Inc. (2) 479,090 $ 10,209,408
QUALCOMM, Inc. 98,159 3,223,541
$ 13,432,949
Computers & Peripherals — 7.0%
Apple,
Inc. (2) 62,213 $ 15,648,436
Hewlett-Packard Co. 173,570 7,512,109
International Business Machines Corp. 90,748 11,205,563
$ 34,366,108
Consumer Finance — 0.7%
American Express Co. 81,560 $ 3,237,932
$ 3,237,932
Diversified Financial Services — 4.8%
Bank of America Corp. 684,141 $ 9,831,106
Citigroup,
Inc. (2) 604,762 2,273,905
JPMorgan Chase & Co. 314,081 11,498,506
$ 23,603,517

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Security Value
Diversified Telecommunication
Services — 1.9%
AT&T, Inc. 280,752 $ 6,791,391
Verizon Communications, Inc. 97,933 2,744,083
$ 9,535,474
Electric Utilities — 1.1%
American Electric Power Co., Inc. 162,217 $ 5,239,609
$ 5,239,609
Electrical Equipment — 1.0%
Emerson Electric Co. 114,726 $ 5,012,379
$ 5,012,379
Electronic Equipment, Instruments &
Components — 1.2%
Corning, Inc. 376,802 $ 6,085,352
$ 6,085,352
Energy Equipment & Services — 1.3%
Halliburton Co. 70,371 $ 1,727,608
Schlumberger, Ltd. 87,318 4,832,178
$ 6,559,786
Food & Staples Retailing — 2.3%
CVS Caremark Corp. 120,518 $ 3,533,588
Wal-Mart Stores, Inc. 157,578 7,574,774
$ 11,108,362
Food Products — 1.9%
Kellogg Co. 100,464 $ 5,053,339
Nestle SA ADR 87,745 4,232,819
$ 9,286,158
Health Care Equipment &
Supplies — 3.1%
Covidien PLC 67,855 $ 2,726,414
HeartWare International,
Inc. (2) 55,534 3,891,199
Thoratec
Corp. (2) 68,312 2,918,972
Varian Medical Systems,
Inc. (2) 51,210 2,677,259
Zimmer Holdings,
Inc. (2) 54,875 2,965,994
$ 15,179,838
Health Care Providers &
Services — 1.5%
AmerisourceBergen Corp. 107,244 $ 3,404,997
Cardinal Health, Inc. 73,526 2,471,209
Fresenius Medical Care AG & Co. KGaA ADR 30,548 1,640,122
$ 7,516,328
Hotels, Restaurants & Leisure — 1.4%
Carnival Corp. 96,329 $ 2,912,989
McDonald’s Corp. 59,071 3,891,007
$ 6,803,996
Household Products — 4.1%
Colgate-Palmolive Co. 131,123 $ 10,327,248
Procter & Gamble Co. 164,231 9,850,575
$ 20,177,823
Industrial Conglomerates — 2.5%
General Electric Co. 857,959 $ 12,371,769
$ 12,371,769
Insurance — 3.4%
Aflac, Inc. 61,446 $ 2,621,901
Berkshire Hathaway, Inc.,
Class B (2) 21,944 1,748,717
Lincoln National Corp. 108,387 2,632,720

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Security Value
MetLife, Inc. 111,605 $ 4,214,205
Prudential Financial, Inc. 98,694 5,295,920
$ 16,513,463
Internet & Catalog Retail — 1.0%
Amazon.com,
Inc. (2) 44,610 $ 4,874,089
$ 4,874,089
Internet Software & Services — 1.6%
Google, Inc.,
Class A (2) 17,812 $ 7,925,449
$ 7,925,449
IT Services — 1.1%
MasterCard, Inc., Class A 25,965 $ 5,180,796
$ 5,180,796
Life Sciences Tools & Services — 1.0%
Thermo Fisher Scientific,
Inc. (2) 97,676 $ 4,791,008
$ 4,791,008
Machinery — 3.4%
Danaher Corp. 146,378 $ 5,433,551
Deere & Co. 84,560 4,708,301
Illinois Tool Works, Inc. 102,697 4,239,332
PACCAR, Inc. 61,656 2,458,225
$ 16,839,409
Media — 0.7%
Walt Disney Co. (The) 108,375 $ 3,413,812
$ 3,413,812
Metals & Mining — 2.5%
BHP Billiton, Ltd. ADR 43,446 $ 2,693,218
Freeport-McMoRan Copper & Gold, Inc. 20,064 1,186,384
Goldcorp, Inc. 163,585 7,173,202
United States Steel Corp. 35,280 1,360,044
$ 12,412,848
Multi-Utilities — 1.3%
PG&E Corp. 83,297 $ 3,423,507
Public Service Enterprise Group, Inc. 91,570 2,868,888
$ 6,292,395
Multiline Retail — 1.0%
Target Corp. 98,969 $ 4,866,306
$ 4,866,306
Office Electronics — 0.4%
Xerox Corp. 273,218 $ 2,196,673
$ 2,196,673
Oil, Gas & Consumable Fuels — 9.4%
Apache Corp. 67,534 $ 5,685,688
Chevron Corp. 143,484 9,736,824
ConocoPhillips 71,649 3,517,249
Exxon Mobil Corp. 148,595 8,480,317
Hess Corp. 131,106 6,599,876
Occidental Petroleum Corp. 86,233 6,652,876
Peabody Energy Corp. 76,472 2,992,349
Southwestern Energy
Co. (2) 60,937 2,354,606
$ 46,019,785
Pharmaceuticals — 6.3%
Abbott Laboratories 98,225 $ 4,594,966
Bristol-Myers Squibb Co. 163,695 4,082,553

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Security Value
Johnson & Johnson 201,616 $ 11,907,441
Merck & Co., Inc. 55,170 1,929,295
Pfizer, Inc. 576,044 8,214,387
$ 30,728,642
Real Estate Investment Trusts
(REITs) — 0.2%
AvalonBay Communities, Inc. 5,597 $ 522,592
Boston Properties, Inc. 6,279 447,944
$ 970,536
Road & Rail — 0.9%
CSX Corp. 86,531 $ 4,294,534
$ 4,294,534
Semiconductors & Semiconductor
Equipment — 0.9%
Intel Corp. 222,773 $ 4,332,935
$ 4,332,935
Software — 3.6%
Microsoft Corp. 446,116 $ 10,265,129
Oracle Corp. 331,155 7,106,586
$ 17,371,715
Specialty Retail — 4.5%
Best Buy Co., Inc. 127,203 $ 4,307,094
Gap, Inc. (The) 116,429 2,265,708
Home Depot, Inc. 214,893 6,032,046
Staples, Inc. 216,538 4,125,049
TJX Companies, Inc. (The) 125,283 5,255,622
$ 21,985,519
Textiles, Apparel & Luxury
Goods — 1.3%
NIKE, Inc., Class B 95,523 $ 6,452,579
$ 6,452,579
Tobacco — 1.1%
Philip Morris International, Inc. 116,936 $ 5,360,346
$ 5,360,346
Wireless Telecommunication Services — 0.7%
American Tower Corp.,
Class A (2) 76,823 $ 3,418,623
$ 3,418,623
Total Common Stocks (identified cost $482,188,523) $ 483,583,551

Short-Term Investments — 1.9%

Description Interest — (000’s omitted) Value
Eaton Vance Cash Reserves Fund, LLC,
0.25% (3) $ 9,363 $ 9,363,334
Total Short-Term Investments (identified cost $9,363,334) $ 9,363,334
Total Investments — 100.7% (identified cost $491,551,857) $ 492,946,885

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Covered Call Options Written — (0.8)%

Security Number of — Contracts Strike — Price Expiration — Date Value
Abbott Laboratories 590 $ 49.00 8/21/10 $ (36,285 )
Aflac, Inc. 400 45.00 8/21/10 (70,400 )
Amazon.com, Inc. 275 140.00 7/17/10 (1,787 )
American Electric Power Co., Inc. 970 31.00 8/21/10 (186,725 )
American Express Co. 410 46.00 7/17/10 (2,460 )
American Tower Corp., Class A 390 42.50 7/17/10 (94,575 )
AmerisourceBergen Corp. 655 30.00 8/21/10 (167,025 )
Amgen, Inc. 470 62.50 7/17/10 (940 )
Amgen, Inc. 285 57.50 8/21/10 (22,230 )
Apache Corp. 340 110.00 7/17/10 (1,700 )
Apple, Inc. 320 240.00 7/17/10 (508,000 )
Apple, Inc. 180 280.00 8/21/10 (123,300 )
AT&T, Inc. 976 26.00 7/17/10 (2,440 )
Bank of America Corp. 5,475 17.00 8/21/10 (90,338 )
Berkshire Hathaway, Inc., Class B 145 80.00 9/18/10 (60,175 )
Best Buy Co., Inc. 830 40.00 9/18/10 (41,500 )
BHP Billiton, Ltd. ADR 260 67.50 8/21/10 (48,880 )
Bristol-Myers Squibb Co. 1,065 25.00 9/18/10 (136,320 )
Cardinal Health, Inc. 480 35.00 9/18/10 (60,000 )
Carnival Corp. 485 39.00 7/17/10 (1,940 )
Celgene Corp. 190 60.00 7/17/10 (1,140 )
Chevron Corp. 935 75.00 9/18/10 (94,435 )
Cisco Systems, Inc. 2,875 24.00 7/17/10 (15,813 )
Cisco Systems, Inc. 960 25.00 8/21/10 (10,560 )
Coca-Cola Co. (The) 620 55.00 8/21/10 (10,850 )
Colgate-Palmolive Co. 790 85.00 8/21/10 (23,700 )
Corning, Inc. 2,265 17.00 8/21/10 (147,225 )
Corning, Inc. 750 19.00 8/21/10 (12,000 )
Covidien PLC 410 45.00 7/17/10 (3,075 )
CSX Corp. 520 55.00 8/21/10 (50,180 )
CVS Caremark Corp. 725 36.00 8/21/10 (4,712 )
Danaher Corp. 955 40.00 9/18/10 (19,100 )
Deere & Co. 550 62.50 9/18/10 (92,950 )
Emerson Electric Co. 750 50.00 9/18/10 (43,125 )
Exxon Mobil Corp. 640 62.50 7/17/10 (8,960 )
Exxon Mobil Corp. 210 65.00 8/21/10 (5,670 )
FedEx Corp. 245 90.00 7/17/10 (367 )
Freeport-McMoRan Copper & Gold, Inc. 120 75.00 8/21/10 (7,380 )
Fresenius Medical Care AG & Co. KGaA ADR 155 55.00 7/17/10 (9,300 )
Gap, Inc. (The) 760 22.00 9/18/10 (34,200 )
General Dynamics Corp. 530 75.00 8/21/10 (2,650 )
General Electric Co. 5,150 17.00 7/17/10 (12,875 )
General Electric Co. 1,720 17.00 9/18/10 (36,120 )
Goldman Sachs Group, Inc. 398 150.00 7/17/10 (10,348 )
Google, Inc., Class A 120 510.00 9/18/10 (81,000 )
Halliburton Co. 355 33.00 7/17/10 (355 )
Hess Corp. 1,050 60.00 8/21/10 (46,200 )
Hewlett-Packard Co. 340 48.00 8/21/10 (21,590 )
Hewlett-Packard Co. 1,050 49.00 8/21/10 (47,775 )
Home Depot, Inc. 430 32.00 8/21/10 (10,965 )
Home Depot, Inc. 1,290 35.00 8/21/10 (5,160 )
Illinois Tool Works, Inc. 670 47.50 9/18/10 (36,850 )
Intel Corp. 1,115 24.00 7/17/10 (1,672 )
Intel Corp. 670 22.00 8/21/10 (14,070 )
International Business Machines Corp. 545 135.00 7/17/10 (6,268 )
Johnson & Johnson 1,010 65.00 7/17/10 (2,525 )
Johnson & Johnson 605 60.00 8/21/10 (85,305 )
JPMorgan Chase & Co. 1,885 43.00 7/17/10 (4,712 )
Kellogg Co. 655 55.00 9/18/10 (22,925 )

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Security Number of — Contracts Strike — Price Expiration — Date Value
KeyCorp 2,005 $ 9.00 9/18/10 $ (50,125 )
Lincoln National Corp. 650 28.00 7/17/10 (6,500 )
Lockheed Martin Corp. 335 80.00 9/18/10 (46,900 )
MasterCard, Inc., Class A 155 230.00 7/17/10 (3,875 )
McDonald’s Corp. 385 70.00 9/18/10 (35,420 )
Merck & Co., Inc. 335 36.00 7/17/10 (11,893 )
MetLife, Inc. 725 43.00 9/18/10 (80,475 )
Microsoft Corp. 2,680 27.00 7/17/10 (6,700 )
NIKE, Inc., Class B 480 75.00 7/17/10 (4,800 )
Northern Trust Corp. 555 55.00 7/17/10 (1,387 )
Occidental Petroleum Corp. 520 85.00 8/21/10 (79,300 )
Oracle Corp. 2,155 24.00 9/18/10 (73,270 )
PACCAR, Inc. 310 45.00 8/21/10 (26,350 )
Peabody Energy Corp. 395 48.00 9/18/10 (35,155 )
PepsiCo, Inc. 645 67.50 7/17/10 (1,935 )
Pfizer, Inc. 3,745 16.00 9/18/10 (80,518 )
PG&E Corp. 545 45.00 9/18/10 (20,438 )
Philip Morris International, Inc. 760 47.00 9/18/10 (133,380 )
PNC Financial Services Group, Inc. 445 67.50 8/21/10 (16,020 )
Procter & Gamble Co. 825 65.00 7/17/10 (2,062 )
Procter & Gamble Co. 490 62.50 8/21/10 (31,115 )
Prudential Financial, Inc. 645 65.00 9/18/10 (59,663 )
Public Service Enterprise Group, Inc. 595 30.00 9/18/10 (139,825 )
QUALCOMM, Inc. 590 38.00 7/17/10 (2,655 )
Schlumberger, Ltd. 525 65.00 8/21/10 (38,063 )
Southwestern Energy Co. 235 47.00 9/18/10 (16,450 )
Staples, Inc. 1,410 23.00 9/18/10 (21,150 )
State Street Corp. 440 43.00 8/21/10 (3,300 )
Target Corp. 495 57.50 7/17/10 (1,485 )
Thermo Fisher Scientific, Inc. 630 55.00 9/18/10 (53,550 )
TJX Companies, Inc. (The) 635 45.00 7/17/10 (12,700 )
U.S. Bancorp 960 24.00 9/18/10 (85,920 )
United States Steel Corp. 180 65.00 7/17/10 (90 )
Varian Medical Systems, Inc. 190 60.00 8/21/10 (7,125 )
Verizon Communications, Inc. 590 28.00 7/17/10 (25,960 )
Wal-Mart Stores, Inc. 945 52.50 7/17/10 (2,362 )
Walt Disney Co. (The) 544 36.00 7/17/10 (1,904 )
Waste Management, Inc. 845 35.00 7/17/10 (2,535 )
Wells Fargo & Co. 1,765 34.00 7/17/10 (3,530 )
Wells Fargo & Co. 1,060 29.00 8/21/10 (47,700 )
Xerox Corp. 1,640 9.00 7/17/10 (6,560 )
Zimmer Holdings, Inc. 275 55.00 7/17/10 (22,000 )
Total Covered Call Options Written (premiums received $12,209,117) $ (4,003,272 )
Other Assets, Less Liabilities — 0.1% $ 515,626
Net Assets — 100.0% $ 489,459,239

| The percentage shown for each investment category in the
Portfolio of Investments is based on net assets. — ADR | American Depositary Receipt |
| --- | --- |
| (1) | A portion of each applicable common stock for which a written
call option is outstanding at June 30, 2010 has been
pledged as collateral for such written option. |
| (2) | Non-income producing security. |
| (3) | Affiliated investment company available to Eaton Vance
portfolios and funds which invests in high quality, U.S. dollar
denominated money market instruments. The rate shown is the
annualized seven-day yield as of June 30, 2010. Net income allocated from the
investment in Eaton Vance Cash Reserves Fund, LLC and Cash
Management Portfolio, an affiliated investment company, for the
fiscal year to date ended June 30, 2010 was $8,462 and $0,
respectively. |

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The cost and unrealized appreciation (depreciation) of investments of the Fund at June 30, 2010, as determined on a federal income tax basis, were as follows:

Aggregate cost $
Gross unrealized appreciation $ 45,161,975
Gross unrealized depreciation (45,574,944 )
Net unrealized depreciation $ (412,969 )

Written call options activity for the fiscal year to date ended June 30, 2010 was as follows:

Contracts Received
Outstanding, beginning of period 82,872 $ 16,233,693
Options written 280,274 48,919,460
Options terminated in closing purchase transactions (185,617 ) (36,722,806 )
Options exercised (6,737 ) (1,055,075 )
Options expired (86,444 ) (15,166,155 )
Outstanding, end of period 84,348 $ 12,209,117

At June 30, 2010, the Fund had sufficient cash and/or securities to cover commitments under these contracts.

The Fund is subject to equity price risk in the normal course of pursuing its investment objective. The Fund generally intends to write covered call options on individual stocks above the current value of the stock to generate premium income. In writing call options on individual stocks, the Fund in effect, sells potential appreciation in the value of the applicable stock above the exercise price in exchange for the option premium received. The Fund retains the risk of loss, minus the premium received, should the price of the underlying stock decline. The Fund is not subject to counterparty credit risk with respect to its written options as the Fund, not the counterparty, is obligated to perform under such derivatives.

At June 30, 2010, the aggregate fair value of derivative instruments (not considered to be hedging instruments for accounting disclosure purposes) in a liability position and whose primary underlying risk exposure is equity price risk was $4,003,272.

Under generally accepted accounting principles for fair value measurements, a three-tier hierarchy to prioritize the assumptions, referred to as inputs, is used in valuation techniques to measure fair value. The three-tier hierarchy of inputs is summarized in the three broad levels listed below.

| • | Level 1 — quoted prices in active markets for
identical investments |
| --- | --- |
| • | Level 2 — other significant observable inputs
(including quoted prices for similar investments, interest
rates, prepayment speeds, credit risk, etc.) |
| • | Level 3 — significant unobservable inputs
(including a fund’s own assumptions in determining the fair
value of investments) |

The inputs or methodology used for valuing securities are not necessarily an indication of the risk associated with investing in those securities.

At June 30, 2010, the inputs used in valuing the Fund’s investments, which are carried at value, were as follows:

Quoted Prices in — Active Markets for Significant Other Significant
Identical Assets Observable Inputs Unobservable Inputs
Asset Description (Level 1) (Level 2) (Level 3) Total
Common Stocks $ 483,583,551 $ — $ — $ 483,583,551
Short-Term Investments — 9,363,334 — 9,363,334
Total Investments $ 483,583,551 $ 9,363,334 $ — $ 492,946,885
Liability Description
Covered Call Options Written $ (4,003,272 ) $ — $ — $ (4,003,272 )
Total $ (4,003,272 ) $ — $ — $ (4,003,272 )

The level classification by major category of investments is the same as the category presentation in the Portfolio of Investments.

The Fund held no investments or other financial instruments as of September 30, 2009 whose fair value was determined using Level 3 inputs.

For information on the Fund’s policy regarding the valuation of investments and other significant accounting policies, please refer to the Fund’s most recent financial statements included in its semiannual or annual report to shareholders.

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link2 "Item 2. Controls and Procedures"

Item 2. Controls and Procedures

(a) It is the conclusion of the registrant’s principal executive officer and principal financial officer that the effectiveness of the registrant’s current disclosure controls and procedures (such disclosure controls and procedures having been evaluated within 90 days of the date of this filing) provide reasonable assurance that the information required to be disclosed by the registrant on this Form N-Q has been recorded, processed, summarized and reported within the time period specified in the Commission’s rules and forms and that the information required to be disclosed by the registrant on this Form N-Q has been accumulated and communicated to the registrant’s principal executive officer and principal financial officer in order to allow timely decisions regarding required disclosure.

(b) There have been no changes in the registrant’s internal controls over financial reporting during the fiscal quarter for which the report is being filed that have materially affected, or are reasonably likely to materially affect the registrant’s internal control over financial reporting.

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link1 "Signatures"

Signatures

Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Eaton Vance Enhanced Equity Income Fund

By: /s/ Duncan W. Richardson Duncan W. Richardson
President
Date: August 25, 2010

Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the dates indicated.

By: /s/ Duncan W. Richardson
Duncan W. Richardson
President
Date: August 25, 2010
By: /s/ Barbara E. Campbell
Barbara E. Campbell
Treasurer
Date: August 25, 2010

Folio /Folio

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