LA
EOS

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

Legacy 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
2018
Q3 		– Sell
-2,100
Closed -$35K – 474
2018
Q2 		$35K Buy
+2,100
New +$35.4K 0.03% 212

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Legacy Advisors's EOS Position: Q3 2018 in Review

Legacy Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2018, closing a stake of 2,100 shares — an estimated $35K sold.

Legacy Advisors first reported a position in EOS in Q2 2018 and held it in 1 quarter. The position peaked at $35K in Q2 2018. 67 funds tracked by Wall St. Rank hold EOS as of Q3 2018.

  • Legacy Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 2,100 Eaton Vance Enhance Equity Income Fund II shares in Q3 2018, an estimated $35K.
  • Legacy Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $35K in Q2 2018.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.