ACS
EIA

Archford Capital Strategies’s Eaton Vance California Municipal Bond II Shares of Ben. Int. EIA Stock Holding History

Archford Capital Strategies’s Portfolio EIA Stock Details EIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-20
Closed -$245 – 900
2014
Q2 		$245 Buy
+20
New +$241 ﹤0.01% 902

Other funds holding EIA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Archford Capital Strategies's EIA Position: Q3 2014 in Review

Archford Capital Strategies sold out of Eaton Vance California Municipal Bond II Shares of Ben. Int. (EIA) in Q3 2014, closing a stake of 20 shares — an estimated $245 sold.

Archford Capital Strategies first reported a position in EIA in Q2 2014 and held it in 1 quarter. The position peaked at $245 in Q2 2014. 10 funds tracked by Wall St. Rank hold EIA as of Q3 2014.

  • Archford Capital Strategies reported no remaining Eaton Vance California Municipal Bond II Shares of Ben. Int. position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 20 Eaton Vance California Municipal Bond II Shares of Ben. Int. shares in Q3 2014, an estimated $245.
  • Archford Capital Strategies first reported a position in Eaton Vance California Municipal Bond II Shares of Ben. Int. in Q2 2014 and held it in 1 quarter.
  • Archford Capital Strategies's Eaton Vance California Municipal Bond II Shares of Ben. Int. position peaked at $245 in Q2 2014.
  • 10 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond II Shares of Ben. Int. as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.