Eaton Vance Enhanced Equity Income Fund II
EOS- Exchange
- NYSE
- SEC CIK
- 0001308335
In the last 90 days, Eaton Vance Enhanced Equity Income Fund II insiders filed 1 open-market purchase and 0 sales; 137 institutions reported holding it in 13F filings for Q2 2026, worth $259.6M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Eaton Vance Enhanced Equity Income Fund II changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 80 | 85 | +5 |
| Shares | 8.63M | 8.60M | −33.4K (−0.4%) |
| Value | $186.6M | $200.2M | +$13.7M (+7.3%) |
New holders (11)
Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pinnacle Wealth Advisors | 35,929 | $836.0K | 0.03% |
| Foundations Investment Advisors, LLC | 24,055 | $564.0K | 0.03% |
| Mid Atlantic Financial Management Inc | 11,908 | $277.0K | 0.02% |
| Envestnet Asset Management Inc | 11,533 | $268.0K | 0.00% |
| Transcend Wealth Collective, LLC | 8,813 | $204.0K | 0.03% |
| FNY Investment Advisers, LLC | 3,500 | $81.0K | 0.03% |
| Red Door Wealth Management, LLC | 3,095 | $72.0K | 0.03% |
| Massmutual Trust Co FSB | 1,500 | $35.0K | 0.00% |
| CX Institutional | 600 | $14.0K | 0.00% |
| Selective Wealth Management, Inc. | 355 | $8.00K | 0.01% |
| Strategic Blueprint, LLC | 238 | $6.00K | 0.00% |
Sold out (6)
Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Shulman DeMeo Asset Management LLC | 14,893 | $322.0K |
| Eudaimonia Partners, LLC | 830 | $18.0K |
| RBA Wealth Management, LLC | 575 | $12.4K |
| IAG Wealth Partners, LLC | 275 | $6.00K |
| Gradient Investments LLC | 233 | $5.00K |
| FMR LLC | 1 | $0 |