IPW
EOS

Impact Partnership Wealth’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-731
Closed -$13.1K – 1064
2023
Q2 		$13.1K Buy
+731
New +$12.2K ﹤0.01% 398

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Impact Partnership Wealth's EOS Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2023, closing a stake of 731 shares — an estimated $13.1K sold.

Impact Partnership Wealth first reported a position in EOS in Q2 2023 and held it in 1 quarter. The position peaked at $13.1K in Q2 2023. 93 funds tracked by Wall St. Rank hold EOS as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 731 Eaton Vance Enhance Equity Income Fund II shares in Q3 2023, an estimated $13.1K.
  • Impact Partnership Wealth first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Eaton Vance Enhance Equity Income Fund II position peaked at $13.1K in Q2 2023.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.