SWP
EIO

Stratos Wealth Partners’s Eaton Vance Ohio Municipal Bond Fund EIO Stock Holding History

Stratos Wealth Partners’s Portfolio EIO Stock Details EIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,222
Closed -$25K – 3073
2018
Q3 		$25K Buy
+2,222
New +$25.7K ﹤0.01% 1782
2018
Q2 		– Sell
-2,222
Closed -$26K – 3183
2018
Q1 		$26K Buy
2,222
+15
+0.7% +$182 ﹤0.01% 1918
2017
Q4 		$28K Buy
+2,207
New +$28.3K ﹤0.01% 1796

Other funds holding EIO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Partners's EIO Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Eaton Vance Ohio Municipal Bond Fund (EIO) in Q4 2018, closing a stake of 2,222 shares — an estimated $25K sold.

Stratos Wealth Partners first reported a position in EIO in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q4 2017. 14 funds tracked by Wall St. Rank hold EIO as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Eaton Vance Ohio Municipal Bond Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,222 Eaton Vance Ohio Municipal Bond Fund shares in Q4 2018, an estimated $25K.
  • Stratos Wealth Partners first reported a position in Eaton Vance Ohio Municipal Bond Fund in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Eaton Vance Ohio Municipal Bond Fund position peaked at $28K in Q4 2017.
  • 14 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Bond Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.