KCPG
EOS

Kavar Capital Partners Group’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Kavar Capital Partners Group’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
2015
Q4 		– Sell
-1,100
Closed -$13K – 489
2015
Q3 		$13K Hold
1,100
– – 0.01% 260
2015
Q2 		$15K Buy
+1,100
New +$15.6K 0.01% 269

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Kavar Capital Partners Group's EOS Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2015, closing a stake of 1,100 shares — an estimated $13K sold.

Kavar Capital Partners Group first reported a position in EOS in Q2 2015 and held it in 2 quarters. The position peaked at $15K in Q2 2015. 65 funds tracked by Wall St. Rank hold EOS as of Q4 2015.

  • Kavar Capital Partners Group reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2015 after selling out during the quarter.
  • Kavar Capital Partners Group sold 1,100 Eaton Vance Enhance Equity Income Fund II shares in Q4 2015, an estimated $13K.
  • Kavar Capital Partners Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2015 and held it in 2 quarters.
  • Kavar Capital Partners Group's Eaton Vance Enhance Equity Income Fund II position peaked at $15K in Q2 2015.
  • 65 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.