IFP Advisors’s Eaton Vance California Municipal Bond II Shares of Ben. Int. EIA Stock Holding History

IFP Advisors’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
2017 Q4	–	Sell	-641	Closed	-$8K	–	4420
2017 Q3	$8K	Hold	641	–	–	﹤0.01%	3200
2017 Q2	$8K	Hold	641	–	–	﹤0.01%	3203
2017 Q1	$7K	Hold	641	–	–	﹤0.01%	3185
2016 Q4	$7K	Hold	641	–	–	﹤0.01%	3172
2016 Q3	$8K	Hold	641	–	–	﹤0.01%	3026
2016 Q2	$9K	Buy	+641	New	+$8.71K	﹤0.01%	2847

Other funds holding EIA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SIA

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFP Advisors's EIA Position: Q4 2017 in Review

IFP Advisors sold out of Eaton Vance California Municipal Bond II Shares of Ben. Int. (EIA) in Q4 2017, closing a stake of 641 shares — an estimated $8K sold.

IFP Advisors first reported a position in EIA in Q2 2016 and held it in 6 quarters. The position peaked at $9K in Q2 2016. 9 funds tracked by Wall St. Rank hold EIA as of Q4 2017.

IFP Advisors reported no remaining Eaton Vance California Municipal Bond II Shares of Ben. Int. position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 641 Eaton Vance California Municipal Bond II Shares of Ben. Int. shares in Q4 2017, an estimated $8K.
IFP Advisors first reported a position in Eaton Vance California Municipal Bond II Shares of Ben. Int. in Q2 2016 and held it in 6 quarters.
IFP Advisors's Eaton Vance California Municipal Bond II Shares of Ben. Int. position peaked at $9K in Q2 2016.
9 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond II Shares of Ben. Int. as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.