MFS
EIA

MSI Financial Services’s Eaton Vance California Municipal Bond II Shares of Ben. Int. EIA Stock Holding History

MSI Financial Services’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
-1,700
Closed -$21K – 2881
2014
Q2 		$21K Buy
+1,700
New +$20.5K ﹤0.01% 1475

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
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
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
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

MSI Financial Services's EIA Position: Q3 2014 in Review

MSI Financial Services sold out of Eaton Vance California Municipal Bond II Shares of Ben. Int. (EIA) in Q3 2014, closing a stake of 1,700 shares — an estimated $21K sold.

MSI Financial Services first reported a position in EIA in Q2 2014 and held it in 1 quarter. The position peaked at $21K in Q2 2014. 10 funds tracked by Wall St. Rank hold EIA as of Q3 2014.

  • MSI Financial Services reported no remaining Eaton Vance California Municipal Bond II Shares of Ben. Int. position as of Q3 2014 after selling out during the quarter.
  • MSI Financial Services sold 1,700 Eaton Vance California Municipal Bond II Shares of Ben. Int. shares in Q3 2014, an estimated $21K.
  • MSI Financial Services first reported a position in Eaton Vance California Municipal Bond II Shares of Ben. Int. in Q2 2014 and held it in 1 quarter.
  • MSI Financial Services's Eaton Vance California Municipal Bond II Shares of Ben. Int. position peaked at $21K 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 MSI Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.