Midwest Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Midwest Wealth 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
2022 Q1	$2.39M	Buy	113,832 +3,263	+3%	+$69.8K	1.45%	18
2021 Q4	$2.72M	Buy	110,569 +626	+0.6%	+$15.1K	1.7%	13
2021 Q3	$2.55M	Sell	109,943 -690	-0.6%	-$16.5K	1.76%	14
2021 Q2	$2.58M	Buy	110,633 +565	+0.5%	+$12.7K	1.84%	14
2021 Q1	$2.38M	Sell	110,068 -7	-0%	-$152	1.93%	11
2020 Q4	$2.39M	Buy	+110,075	New	+$2.19M	2.18%	9

Other funds holding EOS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Midwest Wealth Management's EOS Position: Q1 2022 in Review

Midwest Wealth Management increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 3% in Q1 2022, buying an estimated $69.8K and bringing the position to 113,832 shares worth $2.39M. The position accounts for 1.45% of the portfolio, ranked #18.

Midwest Wealth Management first reported a position in EOS in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.72M in Q4 2021. 90 funds tracked by Wall St. Rank hold EOS as of Q1 2022.

Midwest Wealth Management held 113,832 shares of Eaton Vance Enhance Equity Income Fund II worth $2.39M as of Q1 2022.
Midwest Wealth Management bought 3,263 Eaton Vance Enhance Equity Income Fund II shares in Q1 2022, an estimated $69.8K.
Eaton Vance Enhance Equity Income Fund II made up 1.45% of Midwest Wealth Management's portfolio in Q1 2022, its #18 holding.
Midwest Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's Eaton Vance Enhance Equity Income Fund II position peaked at $2.72M in Q4 2021.
90 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.