Creative Planning
MIW

Creative Planning’s Eaton Vance Michigan Municipal Bond Fund MIW Stock Holding History

Creative Planning’s Portfolio MIW Stock Details MIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,350
Closed -$17K – 3424
2013
Q2 		$17K Buy
+1,350
New +$18.8K ﹤0.01% 2034

Other funds holding MIW

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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 MIW Position: Q3 2013 in Review

Creative Planning sold out of Eaton Vance Michigan Municipal Bond Fund (MIW) in Q3 2013, closing a stake of 1,350 shares — an estimated $17K sold.

Creative Planning first reported a position in MIW in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 8 funds tracked by Wall St. Rank hold MIW as of Q3 2013.

  • Creative Planning reported no remaining Eaton Vance Michigan Municipal Bond Fund position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 1,350 Eaton Vance Michigan Municipal Bond Fund shares in Q3 2013, an estimated $17K.
  • Creative Planning first reported a position in Eaton Vance Michigan Municipal Bond Fund in Q2 2013 and held it in 1 quarter.
  • Creative Planning's Eaton Vance Michigan Municipal Bond Fund position peaked at $17K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Michigan Municipal Bond Fund as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.