SWM
EOS

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

Sculati 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
2021
Q1 		– Sell
-20,096
Closed -$436K – 119
2020
Q4 		$436K Sell
20,096
-3,975
-17% -$79.1K 0.29% 78
2020
Q3 		$444K Buy
24,071
+3,001
+14% +$55.5K 0.33% 70
2020
Q2 		$371K Buy
21,070
+6,700
+47% +$110K 0.31% 69
2020
Q1 		$199K Buy
+14,370
New +$240K 0.22% 90

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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Sculati Wealth Management's EOS Position: Q1 2021 in Review

Sculati Wealth Management sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2021, closing a stake of 20,096 shares — an estimated $436K sold.

Sculati Wealth Management first reported a position in EOS in Q1 2020 and held it in 4 quarters. The position peaked at $444K in Q3 2020. 80 funds tracked by Wall St. Rank hold EOS as of Q1 2021.

  • Sculati Wealth Management reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2021 after selling out during the quarter.
  • Sculati Wealth Management sold 20,096 Eaton Vance Enhance Equity Income Fund II shares in Q1 2021, an estimated $436K.
  • Sculati Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2020 and held it in 4 quarters.
  • Sculati Wealth Management's Eaton Vance Enhance Equity Income Fund II position peaked at $444K in Q3 2020.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2021.

Based on Sculati Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.