GSC
EOS

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

Ground Swell 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
2014
Q3 		– Sell
-400
Closed -$5K – 2483
2014
Q2 		$5K Buy
+400
New +$5.29K 0.01% 1068

Other funds holding EOS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Ground Swell Capital's EOS Position: Q3 2014 in Review

Ground Swell Capital sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2014, closing a stake of 400 shares — an estimated $5K sold.

Ground Swell Capital first reported a position in EOS in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 52 funds tracked by Wall St. Rank hold EOS as of Q3 2014.

  • Ground Swell Capital reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 400 Eaton Vance Enhance Equity Income Fund II shares in Q3 2014, an estimated $5K.
  • Ground Swell Capital first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Eaton Vance Enhance Equity Income Fund II position peaked at $5K in Q2 2014.
  • 52 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.