Ground Swell Capital’s Eaton Vance California Municipal Bond II Shares of Ben. Int. EIA Stock Holding History

Ground Swell Capital’s Portfolio EIA Stock Details EIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-316	Closed	-$4K	–	3269
2014 Q2	$4K	Buy	+316	New	+$3.81K	0.01%	1270

Other funds holding EIA

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

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

EMA

Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Ground Swell Capital's EIA Position: Q3 2014 in Review

Ground Swell Capital sold out of Eaton Vance California Municipal Bond II Shares of Ben. Int. (EIA) in Q3 2014, closing a stake of 316 shares — an estimated $4K sold.

Ground Swell Capital first reported a position in EIA in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 10 funds tracked by Wall St. Rank hold EIA as of Q3 2014.

Ground Swell Capital reported no remaining Eaton Vance California Municipal Bond II Shares of Ben. Int. position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 316 Eaton Vance California Municipal Bond II Shares of Ben. Int. shares in Q3 2014, an estimated $4K.
Ground Swell Capital first reported a position in Eaton Vance California Municipal Bond II Shares of Ben. Int. in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Eaton Vance California Municipal Bond II Shares of Ben. Int. position peaked at $4K in Q2 2014.
10 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond II Shares of Ben. Int. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.