Steigerwald Gordon & Koch’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Steigerwald Gordon & Koch’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 Q2	–	Sell	-10,000	Closed	-$158K	–	89
2018 Q1	$158K	Hold	10,000	–	–	0.04%	82
2017 Q4	$152K	Hold	10,000	–	–	0.04%	83
2017 Q3	$150K	Hold	10,000	–	–	0.04%	87
2017 Q2	$145K	Hold	10,000	–	–	0.04%	86
2017 Q1	$135K	Hold	10,000	–	–	0.04%	85
2016 Q4	$128K	Hold	10,000	–	–	0.04%	84
2016 Q3	$138K	Hold	10,000	–	–	0.05%	71
2016 Q2	$129K	Buy	+10,000	New	+$130K	0.05%	69

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steigerwald Gordon & Koch's EOS Position: Q2 2018 in Review

Steigerwald Gordon & Koch sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2018, closing a stake of 10,000 shares — an estimated $158K sold.

Steigerwald Gordon & Koch first reported a position in EOS in Q2 2016 and held it in 8 quarters. The position peaked at $158K in Q1 2018. 63 funds tracked by Wall St. Rank hold EOS as of Q2 2018.

Steigerwald Gordon & Koch reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2018 after selling out during the quarter.
Steigerwald Gordon & Koch sold 10,000 Eaton Vance Enhance Equity Income Fund II shares in Q2 2018, an estimated $158K.
Steigerwald Gordon & Koch first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2016 and held it in 8 quarters.
Steigerwald Gordon & Koch's Eaton Vance Enhance Equity Income Fund II position peaked at $158K in Q1 2018.
63 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2018.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2018, filed 14 Sep 2018.