TIAM2
EOS

Tru Independence Asset Management 2’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Tru Independence Asset Management 2’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
-570
Closed -$12K – 204
2020
Q4 		$12K Buy
+570
New +$11.3K 0.01% 290

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

Tru Independence Asset Management 2's EOS Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2021, closing a stake of 570 shares — an estimated $12K sold.

Tru Independence Asset Management 2 first reported a position in EOS in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 80 funds tracked by Wall St. Rank hold EOS as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 570 Eaton Vance Enhance Equity Income Fund II shares in Q1 2021, an estimated $12K.
  • Tru Independence Asset Management 2 first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Eaton Vance Enhance Equity Income Fund II position peaked at $12K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.