JWM
EOS

Jeppson Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-1,250
Closed -$23K – 224
2020
Q3 		$23K Buy
+1,250
New +$23.1K 0.02% 317

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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jeppson Wealth Management's EOS Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2020, closing a stake of 1,250 shares — an estimated $23K sold.

Jeppson Wealth Management first reported a position in EOS in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 76 funds tracked by Wall St. Rank hold EOS as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,250 Eaton Vance Enhance Equity Income Fund II shares in Q4 2020, an estimated $23K.
  • Jeppson Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Eaton Vance Enhance Equity Income Fund II position peaked at $23K in Q3 2020.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.