BCMLT
EOS

Beacon Capital Management LLC (Tennessee)’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024
Q2 		– Sell
-506
Closed -$10.2K – 1069
2024
Q1 		$10.2K Buy
+506
New +$9.95K ﹤0.01% 571

Other funds holding EOS

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EOS Position: Q2 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2024, closing a stake of 506 shares — an estimated $10.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EOS in Q1 2024 and held it in 1 quarter. The position peaked at $10.2K in Q1 2024. 110 funds tracked by Wall St. Rank hold EOS as of Q2 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 506 Eaton Vance Enhance Equity Income Fund II shares in Q2 2024, an estimated $10.2K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Eaton Vance Enhance Equity Income Fund II position peaked at $10.2K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2024, filed 24 Jul 2024.