Advisor Group’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Advisor Group’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
2019 Q4	$114K	Sell	8,883 -590	-6%	-$7.59K	﹤0.01%	2836
2019 Q3	$123K	Buy	9,473 +200	+2%	+$2.56K	﹤0.01%	2733
2019 Q2	$116K	Sell	9,273 -203	-2%	-$2.53K	﹤0.01%	2748
2019 Q1	$118K	Sell	9,476 -6,216	-40%	-$73.2K	﹤0.01%	2718
2018 Q4	$177K	Buy	15,692 +179	+1%	+$1.99K	﹤0.01%	2179
2018 Q3	$179K	Buy	15,513 +6,093	+65%	+$71.6K	﹤0.01%	2258
2018 Q2	$111K	Buy	9,420 +1,300	+16%	+$15.3K	﹤0.01%	2449
2018 Q1	$96K	Sell	8,120 -3,369	-29%	-$40.5K	﹤0.01%	2590
2017 Q4	$144K	Buy	11,489 +672	+6%	+$8.47K	﹤0.01%	2276
2017 Q3	$137K	Hold	10,817	–	–	﹤0.01%	2145
2017 Q2	$137K	Buy	10,817 +569	+6%	+$7.19K	﹤0.01%	2062
2017 Q1	$129K	Hold	10,248	–	–	﹤0.01%	1988
2016 Q4	$127K	Sell	10,248 -150	-1%	-$1.9K	﹤0.01%	1904
2016 Q3	$142K	Sell	10,398 -1,508	-13%	-$21K	﹤0.01%	1764
2016 Q2	$168K	Buy	+11,906	New	+$164K	﹤0.01%	1573

Other funds holding EIM

KIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Advisor Group's EIM Position: Q4 2019 in Review

Advisor Group reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 6.2% in Q4 2019, selling an estimated $7.59K and leaving 8,883 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

Advisor Group first reported a position in EIM in Q2 2016 and has held it in 15 quarters since. The position peaked at $179K in Q3 2018. 115 funds tracked by Wall St. Rank hold EIM as of Q4 2019.

Advisor Group held 8,883 shares of Eaton Vance Municipal Bond Fund worth $114K as of Q4 2019.
Advisor Group sold 590 Eaton Vance Municipal Bond Fund shares in Q4 2019, an estimated $7.59K.
Eaton Vance Municipal Bond Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2836 holding.
Advisor Group first reported a position in Eaton Vance Municipal Bond Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Eaton Vance Municipal Bond Fund position peaked at $179K in Q3 2018.
115 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.