RWP
EOS

RWA Wealth Partners’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-2,015
Closed -$34K – 377
2018
Q2 		$34K Sell
2,015
-325
-14% -$5.48K ﹤0.01% 469
2018
Q1 		$37K Buy
+2,340
New +$37.4K ﹤0.01% 368

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RWA Wealth Partners's EOS Position: Q3 2018 in Review

RWA Wealth Partners sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2018, closing a stake of 2,015 shares — an estimated $34K sold.

RWA Wealth Partners first reported a position in EOS in Q1 2018 and held it in 2 quarters. The position peaked at $37K in Q1 2018. 67 funds tracked by Wall St. Rank hold EOS as of Q3 2018.

  • RWA Wealth Partners reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 2,015 Eaton Vance Enhance Equity Income Fund II shares in Q3 2018, an estimated $34K.
  • RWA Wealth Partners first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Eaton Vance Enhance Equity Income Fund II position peaked at $37K in Q1 2018.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.