CFRPA
EOS

Castle Financial & Retirement Planning Associates’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$22K Buy
+1,000
New +$24.1K 0.07% 53

Other funds holding EOS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's EOS Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2021: 1,000 shares worth $22K. The stake represents 0.07% of the portfolio and ranks #53 among its holdings.

99 funds tracked by Wall St. Rank hold EOS as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 1,000 shares of Eaton Vance Enhance Equity Income Fund II worth $22K as of Q4 2021.
  • Eaton Vance Enhance Equity Income Fund II was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Eaton Vance Enhance Equity Income Fund II made up 0.07% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #53 holding.
  • 99 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.