GWM
EOS

Gupta Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Gupta Wealth Management’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
2015
Q2 		– Sell
-54
Closed -$1K – 1274
2015
Q1 		$1K Buy
+54
New +$751 ﹤0.01% 1087

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Gupta Wealth Management's EOS Position: Q2 2015 in Review

Gupta Wealth Management sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2015, closing a stake of 54 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in EOS in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 63 funds tracked by Wall St. Rank hold EOS as of Q2 2015.

  • Gupta Wealth Management reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 54 Eaton Vance Enhance Equity Income Fund II shares in Q2 2015, an estimated $1K.
  • Gupta Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Eaton Vance Enhance Equity Income Fund II position peaked at $1K in Q1 2015.
  • 63 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.