AF
EIM

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

Advisornet Financial’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
2024
Q1 		– Sell
-3,799
Closed -$38.5K – 2177
2023
Q4 		$38.5K Hold
3,799
– – ﹤0.01% 889
2023
Q3 		$34K Sell
3,799
-1,861
-33% -$18K ﹤0.01% 885
2023
Q2 		$56.3K Sell
5,660
-4,790
-46% -$48.2K ﹤0.01% 779
2023
Q1 		$109K Sell
10,450
-36,234
-78% -$372K 0.01% 604
2022
Q4 		$485K Sell
46,684
-1,705
-4% -$16.9K 0.05% 305
2022
Q3 		$468K Buy
48,389
+17,669
+58% +$188K 0.05% 332
2022
Q2 		$329K Buy
30,720
+24,490
+393% +$265K 0.03% 396
2022
Q1 		$72K Sell
6,230
-35,254
-85% -$431K ﹤0.01% 846
2021
Q4 		$563K Buy
41,484
+1,500
+4% +$20.1K 0.03% 375
2021
Q3 		$535K Buy
39,984
+12,100
+43% +$167K 0.04% 354
2021
Q2 		$381K Buy
27,884
+300
+1% +$4.06K 0.03% 433
2021
Q1 		$367K Buy
27,584
+1,200
+5% +$15.9K 0.03% 417
2020
Q4 		$359K Buy
26,384
+380
+1% +$5.01K 0.03% 390
2020
Q3 		$342K Buy
26,004
+14,250
+121% +$187K 0.03% 402
2020
Q2 		$150K Sell
11,754
-5,180
-31% -$64.4K 0.01% 565
2020
Q1 		$211K Buy
16,934
+12,917
+322% +$165K 0.02% 451
2019
Q4 		$52K Buy
4,017
+3,500
+677% +$45K ﹤0.01% 879
2019
Q3 		$7K Hold
517
– – ﹤0.01% 1458
2019
Q2 		$6K Hold
517
– – ﹤0.01% 1339
2019
Q1 		$6K Buy
+517
New +$6.09K ﹤0.01% 1281

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Advisornet Financial's EIM Position: Q1 2024 in Review

Advisornet Financial sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2024, closing a stake of 3,799 shares — an estimated $38.5K sold.

Advisornet Financial first reported a position in EIM in Q1 2019 and held it in 20 quarters. The position peaked at $563K in Q4 2021. 123 funds tracked by Wall St. Rank hold EIM as of Q1 2024.

  • Advisornet Financial reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 3,799 Eaton Vance Municipal Bond Fund shares in Q1 2024, an estimated $38.5K.
  • Advisornet Financial first reported a position in Eaton Vance Municipal Bond Fund in Q1 2019 and held it in 20 quarters.
  • Advisornet Financial's Eaton Vance Municipal Bond Fund position peaked at $563K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.