CIAS
EOS

Capital Investment Advisory Services’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-3,299
Closed -$55K – 757
2019
Q3 		$55K Buy
+3,299
New +$56K 0.02% 539

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Capital Investment Advisory Services's EOS Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2019, closing a stake of 3,299 shares — an estimated $55K sold.

Capital Investment Advisory Services first reported a position in EOS in Q3 2019 and held it in 1 quarter. The position peaked at $55K in Q3 2019. 70 funds tracked by Wall St. Rank hold EOS as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 3,299 Eaton Vance Enhance Equity Income Fund II shares in Q4 2019, an estimated $55K.
  • Capital Investment Advisory Services first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's Eaton Vance Enhance Equity Income Fund II position peaked at $55K in Q3 2019.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.