MIM
EOS

Macroview Investment Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-1,250
Closed -$27.1K – 232
2024
Q3 		$27.1K Hold
1,250
– – 0.03% 158
2024
Q2 		$27.2K Hold
1,250
– – 0.03% 162
2024
Q1 		$25.2K Buy
1,250
+950
+317% +$18.7K 0.03% 173
2023
Q4 		$5.62K Buy
+300
New +$5.31K 0.01% 389

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

Macroview Investment Management's EOS Position: Q4 2024 in Review

Macroview Investment Management sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2024, closing a stake of 1,250 shares — an estimated $27.1K sold.

Macroview Investment Management first reported a position in EOS in Q4 2023 and held it in 4 quarters. The position peaked at $27.2K in Q2 2024. 122 funds tracked by Wall St. Rank hold EOS as of Q4 2024.

  • Macroview Investment Management reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 1,250 Eaton Vance Enhance Equity Income Fund II shares in Q4 2024, an estimated $27.1K.
  • Macroview Investment Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2023 and held it in 4 quarters.
  • Macroview Investment Management's Eaton Vance Enhance Equity Income Fund II position peaked at $27.2K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.