Creative Planning
MMV

Creative Planning’s Eaton Vance Massachusetts Municipal Income Trust MMV Stock Holding History

Creative Planning’s Portfolio MMV Stock Details MMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-300
Closed -$4K – 3421
2013
Q2 		$4K Buy
+300
New +$4.25K ﹤0.01% 2650

Other funds holding MMV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's MMV Position: Q3 2013 in Review

Creative Planning sold out of Eaton Vance Massachusetts Municipal Income Trust (MMV) in Q3 2013, closing a stake of 300 shares — an estimated $4K sold.

Creative Planning first reported a position in MMV in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 8 funds tracked by Wall St. Rank hold MMV as of Q3 2013.

  • Creative Planning reported no remaining Eaton Vance Massachusetts Municipal Income Trust position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 300 Eaton Vance Massachusetts Municipal Income Trust shares in Q3 2013, an estimated $4K.
  • Creative Planning first reported a position in Eaton Vance Massachusetts Municipal Income Trust in Q2 2013 and held it in 1 quarter.
  • Creative Planning's Eaton Vance Massachusetts Municipal Income Trust position peaked at $4K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Massachusetts Municipal Income Trust as of Q3 2013.

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