MSFP
EOS

Mark Sheptoff Financial Planning’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q2 		– Sell
-362
Closed -$8K – 399
2022
Q1 		$8K Hold
362
– – ﹤0.01% 314
2021
Q4 		$9K Buy
+362
New +$8.71K ﹤0.01% 324

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's EOS Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2022, closing a stake of 362 shares — an estimated $8K sold.

Mark Sheptoff Financial Planning first reported a position in EOS in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 89 funds tracked by Wall St. Rank hold EOS as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 362 Eaton Vance Enhance Equity Income Fund II shares in Q2 2022, an estimated $8K.
  • Mark Sheptoff Financial Planning first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Eaton Vance Enhance Equity Income Fund II position peaked at $9K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.