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

Arkadios 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
2021 Q4	–	Sell	-769	Closed	-$17K	–	917
2021 Q3	$17K	Sell	769 -1,664	-68%	-$39.8K	﹤0.01%	1271
2021 Q2	$56K	Buy	2,433 +2,087	+603%	+$46.8K	0.01%	887
2021 Q1	$7K	Sell	346 -27	-7%	-$586	﹤0.01%	1278
2020 Q4	$8K	Buy	+373	New	+$7.42K	﹤0.01%	1012

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Arkadios Wealth Advisors's EOS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2021, closing a stake of 769 shares — an estimated $17K sold.

Arkadios Wealth Advisors first reported a position in EOS in Q4 2020 and held it in 4 quarters. The position peaked at $56K in Q2 2021. 99 funds tracked by Wall St. Rank hold EOS as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 769 Eaton Vance Enhance Equity Income Fund II shares in Q4 2021, an estimated $17K.
Arkadios Wealth Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $56K in Q2 2021.
99 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.