LAS
EOS

LWM Advisory Services’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

LWM Advisory Services’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
Q4 		– Sell
-1,385
Closed -$23.8K – 101
2023
Q3 		$23.8K Buy
+1,385
New +$24.8K 0.03% 108

Other funds holding EOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM Advisory Services's EOS Position: Q4 2023 in Review

LWM Advisory Services sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2023, closing a stake of 1,385 shares — an estimated $23.8K sold.

LWM Advisory Services first reported a position in EOS in Q3 2023 and held it in 1 quarter. The position peaked at $23.8K in Q3 2023. 101 funds tracked by Wall St. Rank hold EOS as of Q4 2023.

  • LWM Advisory Services reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 1,385 Eaton Vance Enhance Equity Income Fund II shares in Q4 2023, an estimated $23.8K.
  • LWM Advisory Services first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's Eaton Vance Enhance Equity Income Fund II position peaked at $23.8K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.