Advocacy Wealth Management Services’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Advocacy Wealth Management Services’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 Q2	–	Sell	-1,000	Closed	-$16K	–	180
2018 Q1	$16K	Buy	+1,000	New	+$16K	0.01%	104
2016 Q4	–	Sell	-500	Closed	-$7K	–	327
2016 Q3	$7K	Sell	500 -500	-50%	-$6.69K	﹤0.01%	290
2016 Q2	$13K	Sell	1,000 -14,600	-94%	-$189K	0.01%	281
2016 Q1	$202K	Sell	15,600 -12,450	-44%	-$154K	0.14%	86
2015 Q4	$382K	Buy	+28,050	New	+$376K	0.43%	57

Other funds holding EOS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advocacy Wealth Management Services's EOS Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2018, closing a stake of 1,000 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in EOS in Q4 2015 and held it in 5 quarters. The position peaked at $382K in Q4 2015. 63 funds tracked by Wall St. Rank hold EOS as of Q2 2018.

Advocacy Wealth Management Services reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,000 Eaton Vance Enhance Equity Income Fund II shares in Q2 2018, an estimated $16K.
Advocacy Wealth Management Services first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2015 and held it in 5 quarters.
Advocacy Wealth Management Services's Eaton Vance Enhance Equity Income Fund II position peaked at $382K in Q4 2015.
63 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.