UCFA
EIV

United Capital Financial Advisors’s Eaton Vance Municipal Bond Fund II EIV Stock Holding History

United Capital Financial Advisors’s Portfolio EIV Stock Details EIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10,185
Closed -$112K – 1430
2018
Q4 		$112K Hold
10,185
– – ﹤0.01% 1240
2018
Q3 		$118K Hold
10,185
– – ﹤0.01% 1290
2018
Q2 		$121K Hold
10,185
– – ﹤0.01% 1265
2018
Q1 		$119K Hold
10,185
– – ﹤0.01% 1265
2017
Q4 		$125K Sell
10,185
-4,951
-33% -$61K ﹤0.01% 1270
2017
Q3 		$190K Hold
15,136
– – ﹤0.01% 1240
2017
Q2 		$192K Buy
+15,136
New +$188K ﹤0.01% 1217

Other funds holding EIV

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

United Capital Financial Advisors's EIV Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Eaton Vance Municipal Bond Fund II (EIV) in Q1 2019, closing a stake of 10,185 shares — an estimated $112K sold.

United Capital Financial Advisors first reported a position in EIV in Q2 2017 and held it in 7 quarters. The position peaked at $192K in Q2 2017. 1 fund tracked by Wall St. Rank holds EIV as of Q1 2019.

  • United Capital Financial Advisors reported no remaining Eaton Vance Municipal Bond Fund II position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,185 Eaton Vance Municipal Bond Fund II shares in Q1 2019, an estimated $112K.
  • United Capital Financial Advisors first reported a position in Eaton Vance Municipal Bond Fund II in Q2 2017 and held it in 7 quarters.
  • United Capital Financial Advisors's Eaton Vance Municipal Bond Fund II position peaked at $192K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund II as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.