WP
EIV

WealthPLAN Partners’s Eaton Vance Municipal Bond Fund II EIV Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$2.7K Sell
200
-200
-50% -$2.74K ﹤0.01% 821
2016
Q2 		$2.79K Buy
+400
New +$5.51K ﹤0.01% 2164

Other funds holding EIV

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

WealthPLAN Partners's EIV Position: Q3 2016 in Review

WealthPLAN Partners reduced its Eaton Vance Municipal Bond Fund II (EIV) stake by 50% in Q3 2016, selling an estimated $2.74K and leaving 200 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

WealthPLAN Partners first reported a position in EIV in Q2 2016 and has held it in 2 quarters since. The position peaked at $2.79K in Q2 2016. 28 funds tracked by Wall St. Rank hold EIV as of Q3 2016.

  • WealthPLAN Partners held 200 shares of Eaton Vance Municipal Bond Fund II worth $2.7K as of Q3 2016.
  • WealthPLAN Partners sold 200 Eaton Vance Municipal Bond Fund II shares in Q3 2016, an estimated $2.74K.
  • Eaton Vance Municipal Bond Fund II made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #821 holding.
  • WealthPLAN Partners first reported a position in Eaton Vance Municipal Bond Fund II in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Eaton Vance Municipal Bond Fund II position peaked at $2.79K in Q2 2016.
  • 28 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund II as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.