FinTrust Capital Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

FinTrust Capital Advisors’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
2020 Q3	–	Sell	-3,000	Closed	-$53K	–	1155
2020 Q2	$53K	Hold	3,000	–	–	0.02%	470
2020 Q1	$42K	Hold	3,000	–	–	0.02%	473
2019 Q4	$53K	Hold	3,000	–	–	0.02%	429
2019 Q3	$50K	Hold	3,000	–	–	0.02%	449
2019 Q2	$51K	Hold	3,000	–	–	0.02%	411
2019 Q1	$49K	Hold	3,000	–	–	0.02%	398
2018 Q4	$44K	Buy	+3,000	New	+$47.1K	0.02%	406

Other funds holding EOS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FinTrust Capital Advisors's EOS Position: Q3 2020 in Review

FinTrust Capital Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2020, closing a stake of 3,000 shares — an estimated $53K sold.

FinTrust Capital Advisors first reported a position in EOS in Q4 2018 and held it in 7 quarters. The position peaked at $53K in Q2 2020. 71 funds tracked by Wall St. Rank hold EOS as of Q3 2020.

FinTrust Capital Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 3,000 Eaton Vance Enhance Equity Income Fund II shares in Q3 2020, an estimated $53K.
FinTrust Capital Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2018 and held it in 7 quarters.
FinTrust Capital Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $53K in Q2 2020.
71 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2020.

Based on FinTrust Capital Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.