AWA
MIW

Acorn Wealth Advisors’s Eaton Vance Michigan Municipal Bond Fund MIW Stock Holding History

Acorn Wealth Advisors’s Portfolio MIW Stock Details MIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,091
Closed -$14K – 501
2018
Q2 		$14K Hold
1,091
– – 0.01% 459
2018
Q1 		$14K Hold
1,091
– – 0.01% 458
2017
Q4 		$15K Buy
+1,091
New +$14.8K 0.01% 431

Other funds holding MIW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Acorn Wealth Advisors's MIW Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Eaton Vance Michigan Municipal Bond Fund (MIW) in Q3 2018, closing a stake of 1,091 shares — an estimated $14K sold.

Acorn Wealth Advisors first reported a position in MIW in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q4 2017. 11 funds tracked by Wall St. Rank hold MIW as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Eaton Vance Michigan Municipal Bond Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,091 Eaton Vance Michigan Municipal Bond Fund shares in Q3 2018, an estimated $14K.
  • Acorn Wealth Advisors first reported a position in Eaton Vance Michigan Municipal Bond Fund in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Eaton Vance Michigan Municipal Bond Fund position peaked at $15K in Q4 2017.
  • 11 funds tracked by Wall St. Rank held Eaton Vance Michigan Municipal Bond Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.