Creative Planning
EIA

Creative Planning’s Eaton Vance California Municipal Bond II Shares of Ben. Int. EIA Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-8,700
Closed -$104K – 4687
2017
Q2 		$104K Buy
+8,700
New +$102K ﹤0.01% 1971

Other funds holding EIA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning's EIA Position: Q3 2017 in Review

Creative Planning sold out of Eaton Vance California Municipal Bond II Shares of Ben. Int. (EIA) in Q3 2017, closing a stake of 8,700 shares — an estimated $104K sold.

Creative Planning first reported a position in EIA in Q2 2017 and held it in 1 quarter. The position peaked at $104K in Q2 2017. 14 funds tracked by Wall St. Rank hold EIA as of Q3 2017.

  • Creative Planning reported no remaining Eaton Vance California Municipal Bond II Shares of Ben. Int. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 8,700 Eaton Vance California Municipal Bond II Shares of Ben. Int. shares in Q3 2017, an estimated $104K.
  • Creative Planning first reported a position in Eaton Vance California Municipal Bond II Shares of Ben. Int. in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Eaton Vance California Municipal Bond II Shares of Ben. Int. position peaked at $104K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond II Shares of Ben. Int. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.