TFGT
EOS

TS Financial Group (TSFG)’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

TS Financial Group (TSFG)’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
2019
Q4 		– Sell
-344
Closed -$6K – 832
2019
Q3 		$6K Buy
+344
New +$5.84K ﹤0.01% 483

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

TS Financial Group (TSFG)'s EOS Position: Q4 2019 in Review

TS Financial Group (TSFG) sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2019, closing a stake of 344 shares — an estimated $6K sold.

TS Financial Group (TSFG) first reported a position in EOS in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 70 funds tracked by Wall St. Rank hold EOS as of Q4 2019.

  • TS Financial Group (TSFG) reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2019 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 344 Eaton Vance Enhance Equity Income Fund II shares in Q4 2019, an estimated $6K.
  • TS Financial Group (TSFG) first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2019 and held it in 1 quarter.
  • TS Financial Group (TSFG)'s Eaton Vance Enhance Equity Income Fund II position peaked at $6K in Q3 2019.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2019.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2019, filed 27 Jan 2020.