AFWM
EOS

Abich Financial Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Abich Financial Wealth Management’s Portfolio EOS Stock Details EOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-183
Closed -$3.99K – 529
2024
Q2 		$3.99K Buy
+183
New +$3.76K ﹤0.01% 370

Other funds holding EOS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Abich Financial Wealth Management's EOS Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2024, closing a stake of 183 shares — an estimated $3.99K sold.

Abich Financial Wealth Management first reported a position in EOS in Q2 2024 and held it in 1 quarter. The position peaked at $3.99K in Q2 2024. 112 funds tracked by Wall St. Rank hold EOS as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 183 Eaton Vance Enhance Equity Income Fund II shares in Q3 2024, an estimated $3.99K.
  • Abich Financial Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Eaton Vance Enhance Equity Income Fund II position peaked at $3.99K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.