Access Financial Services’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Access Financial Services’s Portfolio EIM Stock Details EIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-150,840	Closed	-$1.74M	–	107
2022 Q1	$1.74M	Buy	150,840 +245	+0.2%	+$3K	0.82%	29
2021 Q4	$2.04M	Buy	150,595 +2,870	+2%	+$38.5K	0.92%	23
2021 Q3	$1.98M	Buy	147,725 +325	+0.2%	+$4.48K	0.89%	26
2021 Q2	$2.02M	Buy	147,400 +330	+0.2%	+$4.46K	0.94%	27
2021 Q1	$1.96M	Buy	147,070 +1,715	+1%	+$22.8K	0.92%	32
2020 Q4	$1.98M	Buy	+145,355	New	+$1.91M	0.97%	27

Other funds holding EIM

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Access Financial Services's EIM Position: Q2 2022 in Review

Access Financial Services sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2022, closing a stake of 150,840 shares — an estimated $1.74M sold.

Access Financial Services first reported a position in EIM in Q4 2020 and held it in 6 quarters. The position peaked at $2.04M in Q4 2021. 134 funds tracked by Wall St. Rank hold EIM as of Q2 2022.

Access Financial Services reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2022 after selling out during the quarter.
Access Financial Services sold 150,840 Eaton Vance Municipal Bond Fund shares in Q2 2022, an estimated $1.74M.
Access Financial Services first reported a position in Eaton Vance Municipal Bond Fund in Q4 2020 and held it in 6 quarters.
Access Financial Services's Eaton Vance Municipal Bond Fund position peaked at $2.04M in Q4 2021.
134 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2022.

Based on Access Financial Services's 13F filing for Q2 2022, filed 20 Jul 2022.