MAFM
EOS

Mid Atlantic Financial Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		– Sell
-11,908
Closed -$277K – 926
2021
Q2 		$277K Buy
+11,908
New +$267K 0.02% 696

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mid Atlantic Financial Management's EOS Position: Q3 2021 in Review

Mid Atlantic Financial Management sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2021, closing a stake of 11,908 shares — an estimated $277K sold.

Mid Atlantic Financial Management first reported a position in EOS in Q2 2021 and held it in 1 quarter. The position peaked at $277K in Q2 2021. 83 funds tracked by Wall St. Rank hold EOS as of Q3 2021.

  • Mid Atlantic Financial Management reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 11,908 Eaton Vance Enhance Equity Income Fund II shares in Q3 2021, an estimated $277K.
  • Mid Atlantic Financial Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2021 and held it in 1 quarter.
  • Mid Atlantic Financial Management's Eaton Vance Enhance Equity Income Fund II position peaked at $277K in Q2 2021.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.