AIP
EOS

Ameritas Investment Partners’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Ameritas Investment Partners’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
2022
Q4 		– Sell
-9,410
Closed -$143K – 3044
2022
Q3 		$143K Buy
9,410
+1,395
+17% +$24.7K 0.01% 1254
2022
Q2 		$129K Buy
8,015
+977
+14% +$17.7K 0.01% 1331
2022
Q1 		$147K Buy
+7,038
New +$150K 0.01% 1380

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameritas Investment Partners's EOS Position: Q4 2022 in Review

Ameritas Investment Partners sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2022, closing a stake of 9,410 shares — an estimated $143K sold.

Ameritas Investment Partners first reported a position in EOS in Q1 2022 and held it in 3 quarters. The position peaked at $147K in Q1 2022. 86 funds tracked by Wall St. Rank hold EOS as of Q4 2022.

  • Ameritas Investment Partners reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2022 after selling out during the quarter.
  • Ameritas Investment Partners sold 9,410 Eaton Vance Enhance Equity Income Fund II shares in Q4 2022, an estimated $143K.
  • Ameritas Investment Partners first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2022 and held it in 3 quarters.
  • Ameritas Investment Partners's Eaton Vance Enhance Equity Income Fund II position peaked at $147K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2022.

Based on Ameritas Investment Partners's 13F filing for Q4 2022, filed 13 Feb 2023.