HI
EOS

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

Hoey 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
2020
Q2 		– Sell
-1,350
Closed -$19K – 142
2020
Q1 		$19K Hold
1,350
– – 0.01% 72
2019
Q4 		$24K Buy
+1,350
New +$23.2K 0.02% 110

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
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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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

Hoey Investments's EOS Position: Q2 2020 in Review

Hoey Investments sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2020, closing a stake of 1,350 shares — an estimated $19K sold.

Hoey Investments first reported a position in EOS in Q4 2019 and held it in 2 quarters. The position peaked at $24K in Q4 2019. 74 funds tracked by Wall St. Rank hold EOS as of Q2 2020.

  • Hoey Investments reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2020 after selling out during the quarter.
  • Hoey Investments sold 1,350 Eaton Vance Enhance Equity Income Fund II shares in Q2 2020, an estimated $19K.
  • Hoey Investments first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2019 and held it in 2 quarters.
  • Hoey Investments's Eaton Vance Enhance Equity Income Fund II position peaked at $24K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2020.

Based on Hoey Investments's 13F filing for Q2 2020, filed 10 Jul 2020.