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

BDO 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
2022 Q4	–	Sell	-300	Closed	-$5K	–	1031
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	809
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	779
2022 Q1	$6K	Hold	300	–	–	﹤0.01%	793
2021 Q4	$7K	Hold	300	–	–	﹤0.01%	777
2021 Q3	$7K	Hold	300	–	–	﹤0.01%	777
2021 Q2	$7K	Hold	300	–	–	﹤0.01%	809
2021 Q1	$6K	Sell	300 -2,700	-90%	-$58.6K	﹤0.01%	813
2020 Q4	$65K	Hold	3,000	–	–	0.01%	330
2020 Q3	$55K	Hold	3,000	–	–	0.01%	319
2020 Q2	$53K	Hold	3,000	–	–	0.01%	322
2020 Q1	$42K	Hold	3,000	–	–	0.01%	353
2019 Q4	$53K	Hold	3,000	–	–	0.01%	295
2019 Q3	$50K	Hold	3,000	–	–	0.01%	313
2019 Q2	$51K	Buy	+3,000	New	+$50.1K	0.01%	304

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BDO Wealth Advisors's EOS Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2022, closing a stake of 300 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in EOS in Q2 2019 and held it in 14 quarters. The position peaked at $65K in Q4 2020. 86 funds tracked by Wall St. Rank hold EOS as of Q4 2022.

BDO Wealth Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 300 Eaton Vance Enhance Equity Income Fund II shares in Q4 2022, an estimated $5K.
BDO Wealth Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2019 and held it in 14 quarters.
BDO Wealth Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $65K in Q4 2020.
86 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.