AWA
EOS

Acorn Wealth Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-1,839
Closed -$32K – 201
2018
Q2 		$32K Hold
1,839
– – 0.03% 336
2018
Q1 		$31K Hold
1,839
– – 0.03% 334
2017
Q4 		$29K Buy
+1,839
New +$27.8K 0.03% 328

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Acorn Wealth Advisors's EOS Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2018, closing a stake of 1,839 shares — an estimated $32K sold.

Acorn Wealth Advisors first reported a position in EOS in Q4 2017 and held it in 3 quarters. The position peaked at $32K in Q2 2018. 67 funds tracked by Wall St. Rank hold EOS as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,839 Eaton Vance Enhance Equity Income Fund II shares in Q3 2018, an estimated $32K.
  • Acorn Wealth Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $32K in Q2 2018.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.