ACS
EIV

Archford Capital Strategies’s Eaton Vance Municipal Bond Fund II EIV Stock Holding History

Archford Capital Strategies’s Portfolio EIV Stock Details EIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-849
Closed -$13K – 740
2017
Q1 		$13K Buy
849
+67
+9% +$820 ﹤0.01% 408
2016
Q4 		$9K Buy
+782
New +$9.81K ﹤0.01% 384
2016
Q1 		– Sell
-782
Closed -$10K – 761
2015
Q4 		$10K Buy
+782
New +$9.92K ﹤0.01% 455

Other funds holding EIV

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Archford Capital Strategies's EIV Position: Q2 2017 in Review

Archford Capital Strategies sold out of Eaton Vance Municipal Bond Fund II (EIV) in Q2 2017, closing a stake of 849 shares — an estimated $13K sold.

Archford Capital Strategies first reported a position in EIV in Q4 2015 and held it in 3 quarters. The position peaked at $13K in Q1 2017. 30 funds tracked by Wall St. Rank hold EIV as of Q2 2017.

  • Archford Capital Strategies reported no remaining Eaton Vance Municipal Bond Fund II position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 849 Eaton Vance Municipal Bond Fund II shares in Q2 2017, an estimated $13K.
  • Archford Capital Strategies first reported a position in Eaton Vance Municipal Bond Fund II in Q4 2015 and held it in 3 quarters.
  • Archford Capital Strategies's Eaton Vance Municipal Bond Fund II position peaked at $13K in Q1 2017.
  • 30 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund II as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.