Creative Planning’s Eaton Vance Michigan Municipal Income Trust EMI Stock Holding History

Creative Planning’s Portfolio EMI Stock Details EMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-180	Closed	-$2K	–	4688
2017 Q2	$2K	Sell	180 -509	-74%	-$6.71K	﹤0.01%	4391
2017 Q1	$9K	Sell	689 -180	-21%	-$2.36K	﹤0.01%	3694
2016 Q4	$11K	Hold	869	–	–	﹤0.01%	3528
2016 Q3	$12K	Hold	869	–	–	﹤0.01%	3436
2016 Q2	$13K	Hold	869	–	–	﹤0.01%	3107
2016 Q1	$12K	Hold	869	–	–	﹤0.01%	3142
2015 Q4	$11K	Hold	869	–	–	﹤0.01%	3277
2015 Q3	$11K	Buy	+869	New	+$10.8K	﹤0.01%	3182

Other funds holding EMI

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

PVWM

Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's EMI Position: Q3 2017 in Review

Creative Planning sold out of Eaton Vance Michigan Municipal Income Trust (EMI) in Q3 2017, closing a stake of 180 shares — an estimated $2K sold.

Creative Planning first reported a position in EMI in Q3 2015 and held it in 8 quarters. The position peaked at $13K in Q2 2016. 14 funds tracked by Wall St. Rank hold EMI as of Q3 2017.

Creative Planning reported no remaining Eaton Vance Michigan Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 180 Eaton Vance Michigan Municipal Income Trust shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Eaton Vance Michigan Municipal Income Trust in Q3 2015 and held it in 8 quarters.
Creative Planning's Eaton Vance Michigan Municipal Income Trust position peaked at $13K in Q2 2016.
14 funds tracked by Wall St. Rank held Eaton Vance Michigan Municipal Income Trust as of Q3 2017.

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