IRC
EOS

Investors Research Corp’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Investors Research Corp’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
2024
Q4 		– Sell
-234
Closed -$5.08K – 954
2024
Q3 		$5.08K Hold
234
– – ﹤0.01% 776
2024
Q2 		$5.1K Buy
+234
New +$4.81K ﹤0.01% 821

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Investors Research Corp's EOS Position: Q4 2024 in Review

Investors Research Corp sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2024, closing a stake of 234 shares — an estimated $5.08K sold.

Investors Research Corp first reported a position in EOS in Q2 2024 and held it in 2 quarters. The position peaked at $5.1K in Q2 2024. 122 funds tracked by Wall St. Rank hold EOS as of Q4 2024.

  • Investors Research Corp reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2024 after selling out during the quarter.
  • Investors Research Corp sold 234 Eaton Vance Enhance Equity Income Fund II shares in Q4 2024, an estimated $5.08K.
  • Investors Research Corp first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2024 and held it in 2 quarters.
  • Investors Research Corp's Eaton Vance Enhance Equity Income Fund II position peaked at $5.1K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2024.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.