SFC
EOS

Strategic Financial Concepts’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-10,181
Closed -$17.2K – 368
2024
Q2 		$17.2K Buy
+10,181
New +$209K 0.01% 352

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
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

Strategic Financial Concepts's EOS Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2024, closing a stake of 10,181 shares — an estimated $17.2K sold.

Strategic Financial Concepts first reported a position in EOS in Q2 2024 and held it in 1 quarter. The position peaked at $17.2K in Q2 2024. 112 funds tracked by Wall St. Rank hold EOS as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,181 Eaton Vance Enhance Equity Income Fund II shares in Q3 2024, an estimated $17.2K.
  • Strategic Financial Concepts first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Eaton Vance Enhance Equity Income Fund II position peaked at $17.2K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.