IA
EOS

IFP Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

IFP Advisors’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
2019
Q1 		– Sell
-2,461
Closed -$35K – 2646
2018
Q4 		$35K Hold
2,461
– – ﹤0.01% 1813
2018
Q3 		$43K Hold
2,461
– – ﹤0.01% 1973
2018
Q2 		$41K Buy
2,461
+324
+15% +$5.46K ﹤0.01% 2035
2018
Q1 		$33K Hold
2,137
– – ﹤0.01% 2050
2017
Q4 		$33K Sell
2,137
-4,540
-68% -$68.6K ﹤0.01% 2075
2017
Q3 		$100K Buy
6,677
+729
+12% +$10.9K ﹤0.01% 1558
2017
Q2 		$86K Sell
5,948
-200
-3% -$2.86K ﹤0.01% 1615
2017
Q1 		$83K Sell
6,148
-75
-1% -$1.01K ﹤0.01% 1619
2016
Q4 		$80K Sell
6,223
-125
-2% -$1.65K ﹤0.01% 1584
2016
Q3 		$87K Sell
6,348
-335
-5% -$4.48K ﹤0.01% 1457
2016
Q2 		$86K Buy
+6,683
New +$86.6K ﹤0.01% 1425
2016
Q1 		– Sell
-5,096
Closed -$70K – 2659
2015
Q4 		$70K Buy
+5,096
New +$68.2K ﹤0.01% 1391

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's EOS Position: Q1 2019 in Review

IFP Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2019, closing a stake of 2,461 shares — an estimated $35K sold.

IFP Advisors first reported a position in EOS in Q4 2015 and held it in 12 quarters. The position peaked at $100K in Q3 2017. 71 funds tracked by Wall St. Rank hold EOS as of Q1 2019.

  • IFP Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 2,461 Eaton Vance Enhance Equity Income Fund II shares in Q1 2019, an estimated $35K.
  • IFP Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $100K in Q3 2017.
  • 71 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.