Creative Planning
ENX

Creative Planning’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

Creative Planning’s Portfolio ENX Stock Details ENX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-401
Closed -$5K – 3347
2013
Q3 		$5K Buy
+401
New +$4.57K ﹤0.01% 2723

Other funds holding ENX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Creative Planning's ENX Position: Q4 2013 in Review

Creative Planning sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q4 2013, closing a stake of 401 shares — an estimated $5K sold.

Creative Planning first reported a position in ENX in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 23 funds tracked by Wall St. Rank hold ENX as of Q4 2013.

  • Creative Planning reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 401 Eaton Vance New York Municipal Bond Fund shares in Q4 2013, an estimated $5K.
  • Creative Planning first reported a position in Eaton Vance New York Municipal Bond Fund in Q3 2013 and held it in 1 quarter.
  • Creative Planning's Eaton Vance New York Municipal Bond Fund position peaked at $5K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.