IWP
EOS

IAG Wealth Partners’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

IAG Wealth Partners’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
2021
Q2 		– Sell
-275
Closed -$6K – 374
2021
Q1 		$6K Buy
+275
New +$5.96K ﹤0.01% 300

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IAG Wealth Partners's EOS Position: Q2 2021 in Review

IAG Wealth Partners sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2021, closing a stake of 275 shares — an estimated $6K sold.

IAG Wealth Partners first reported a position in EOS in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 85 funds tracked by Wall St. Rank hold EOS as of Q2 2021.

  • IAG Wealth Partners reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 275 Eaton Vance Enhance Equity Income Fund II shares in Q2 2021, an estimated $6K.
  • IAG Wealth Partners first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2021 and held it in 1 quarter.
  • IAG Wealth Partners's Eaton Vance Enhance Equity Income Fund II position peaked at $6K in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.