CFD
EOS

Creative Financial Designs’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Creative Financial Designs’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
2017
Q2 		– Sell
-200
Closed -$3K – 776
2017
Q1 		$3K Hold
200
– – ﹤0.01% 549
2016
Q4 		$3K Buy
+200
New +$2.65K ﹤0.01% 530

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Financial Designs's EOS Position: Q2 2017 in Review

Creative Financial Designs sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2017, closing a stake of 200 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in EOS in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 61 funds tracked by Wall St. Rank hold EOS as of Q2 2017.

  • Creative Financial Designs reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2017 after selling out during the quarter.
  • Creative Financial Designs sold 200 Eaton Vance Enhance Equity Income Fund II shares in Q2 2017, an estimated $3K.
  • Creative Financial Designs first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2016 and held it in 2 quarters.
  • Creative Financial Designs's Eaton Vance Enhance Equity Income Fund II position peaked at $3K in Q1 2017.
  • 61 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2017.

Based on Creative Financial Designs's 13F filing for Q2 2017, filed 2 May 2018.