GC
EOS

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

Gratus Capital’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
Q2 		$490K Buy
+22,500
New +$463K 0.02% 257

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
Wells Fargo
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gratus Capital's EOS Position: Q2 2024 in Review

Gratus Capital opened a new position in Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2024: 22,500 shares worth $490K. The stake represents 0.02% of the portfolio and ranks #257 among its holdings.

110 funds tracked by Wall St. Rank hold EOS as of Q2 2024.

  • Gratus Capital held 22,500 shares of Eaton Vance Enhance Equity Income Fund II worth $490K as of Q2 2024.
  • Eaton Vance Enhance Equity Income Fund II was a new Gratus Capital position in Q2 2024.
  • Eaton Vance Enhance Equity Income Fund II made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #257 holding.
  • 110 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.