Creative Planning
EIO

Creative Planning’s Eaton Vance Ohio Municipal Bond Fund EIO Stock Holding History

Creative Planning’s Portfolio EIO Stock Details EIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,250
Closed -$16K – 4193
2015
Q1 		$16K Buy
+1,250
New +$16.5K ﹤0.01% 2903

Other funds holding EIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SNT
Security National Trust Wheeling, West Virginia $432M AUM 27.86% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's EIO Position: Q2 2015 in Review

Creative Planning sold out of Eaton Vance Ohio Municipal Bond Fund (EIO) in Q2 2015, closing a stake of 1,250 shares — an estimated $16K sold.

Creative Planning first reported a position in EIO in Q1 2015 and held it in 1 quarter. The position peaked at $16K in Q1 2015. 13 funds tracked by Wall St. Rank hold EIO as of Q2 2015.

  • Creative Planning reported no remaining Eaton Vance Ohio Municipal Bond Fund position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 1,250 Eaton Vance Ohio Municipal Bond Fund shares in Q2 2015, an estimated $16K.
  • Creative Planning first reported a position in Eaton Vance Ohio Municipal Bond Fund in Q1 2015 and held it in 1 quarter.
  • Creative Planning's Eaton Vance Ohio Municipal Bond Fund position peaked at $16K in Q1 2015.
  • 13 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Bond Fund as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.