Gradient Investments’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Gradient Investments’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
2023 Q2	–	Sell	-307	Closed	-$5.04K	–	1799
2023 Q1	$5.04K	Buy	+307	New	+$5.09K	﹤0.01%	948
2021 Q2	–	Sell	-233	Closed	-$5K	–	1181
2021 Q1	$5K	Buy	+233	New	+$5.05K	﹤0.01%	880
2015 Q3	–	Sell	-350	Closed	-$5K	–	624
2015 Q2	$5K	Buy	+350	New	+$4.97K	﹤0.01%	466
2014 Q2	–	Sell	-1,291	Closed	-$17K	–	520
2014 Q1	$17K	Buy	+1,291	New	+$16.9K	﹤0.01%	299

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

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

RJFSA

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Gradient Investments's EOS Position: Q2 2023 in Review

Gradient Investments sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2023, closing a stake of 307 shares — an estimated $5.04K sold.

Gradient Investments first reported a position in EOS in Q1 2014 and held it in 4 quarters. The position peaked at $17K in Q1 2014. 89 funds tracked by Wall St. Rank hold EOS as of Q2 2023.

Gradient Investments reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 307 Eaton Vance Enhance Equity Income Fund II shares in Q2 2023, an estimated $5.04K.
Gradient Investments first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2014 and held it in 4 quarters.
Gradient Investments's Eaton Vance Enhance Equity Income Fund II position peaked at $17K in Q1 2014.
89 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.