BIG
EOS

Builder Investment Group’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Builder Investment Group’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
-50,000
Closed -$50K – 103
2024
Q1 		$50K Hold
50,000
– – 0.01% 105
2023
Q4 		$50K Hold
50,000
– – 0.02% 104
2023
Q3 		$50K Hold
50,000
– – 0.02% 93
2023
Q2 		$50K Hold
50,000
– – 0.02% 93
2023
Q1 		$50K Hold
50,000
– – 0.02% 90
2022
Q4 		$50K Buy
+50,000
New +$835K 0.02% 88

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
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

Builder Investment Group's EOS Position: Q2 2024 in Review

Builder Investment Group sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2024, closing a stake of 50,000 shares — an estimated $50K sold.

Builder Investment Group first reported a position in EOS in Q4 2022 and held it in 6 quarters. The position peaked at $50K in Q1 2024. 110 funds tracked by Wall St. Rank hold EOS as of Q2 2024.

  • Builder Investment Group reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2024 after selling out during the quarter.
  • Builder Investment Group sold 50,000 Eaton Vance Enhance Equity Income Fund II shares in Q2 2024, an estimated $50K.
  • Builder Investment Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2022 and held it in 6 quarters.
  • Builder Investment Group's Eaton Vance Enhance Equity Income Fund II position peaked at $50K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2024.

Based on Builder Investment Group's 13F filing for Q2 2024, filed 31 Jul 2024.