AWM
EIM

Adams Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Adams Wealth Management’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
2020
Q4 		– Sell
-990
Closed -$13K – 152
2020
Q3 		$13K Buy
+990
New +$13K 0.01% 171

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Adams Wealth Management's EIM Position: Q4 2020 in Review

Adams Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2020, closing a stake of 990 shares — an estimated $13K sold.

Adams Wealth Management first reported a position in EIM in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 121 funds tracked by Wall St. Rank hold EIM as of Q4 2020.

  • Adams Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 990 Eaton Vance Municipal Bond Fund shares in Q4 2020, an estimated $13K.
  • Adams Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $13K in Q3 2020.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.