CWC
EOS

Carolinas Wealth Consulting’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-500
Closed -$10.8K – 1069
2024
Q3 		$10.8K Hold
500
– – ﹤0.01% 552
2024
Q2 		$10.9K Hold
500
– – ﹤0.01% 544
2024
Q1 		$10.1K Hold
500
– – ﹤0.01% 554
2023
Q4 		$9.36K Hold
500
– – ﹤0.01% 551
2023
Q3 		$8.15K Buy
+500
New +$8.95K ﹤0.01% 540

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carolinas Wealth Consulting's EOS Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2024, closing a stake of 500 shares — an estimated $10.8K sold.

Carolinas Wealth Consulting first reported a position in EOS in Q3 2023 and held it in 5 quarters. The position peaked at $10.9K in Q2 2024. 122 funds tracked by Wall St. Rank hold EOS as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 500 Eaton Vance Enhance Equity Income Fund II shares in Q4 2024, an estimated $10.8K.
  • Carolinas Wealth Consulting first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2023 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Eaton Vance Enhance Equity Income Fund II position peaked at $10.9K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.