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

Selective 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 Q2	–	Sell	-355	Closed	-$7K	–	779
2022 Q1	$7K	Hold	355	–	–	﹤0.01%	571
2021 Q4	$9K	Hold	355	–	–	﹤0.01%	494
2021 Q3	$8K	Hold	355	–	–	﹤0.01%	454
2021 Q2	$8K	Buy	+355	New	+$7.97K	0.01%	367

Other funds holding EOS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Selective Wealth Management's EOS Position: Q2 2022 in Review

Selective Wealth Management sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2022, closing a stake of 355 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in EOS in Q2 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 89 funds tracked by Wall St. Rank hold EOS as of Q2 2022.

Selective Wealth Management reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 355 Eaton Vance Enhance Equity Income Fund II shares in Q2 2022, an estimated $7K.
Selective Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2021 and held it in 4 quarters.
Selective Wealth Management'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 Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.