AWG
EIM

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

Altus Wealth 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
2021
Q3 		– Sell
-10,983
Closed -$150K – 111
2021
Q2 		$150K Hold
10,983
– – 0.15% 110
2021
Q1 		$148K Hold
10,983
– – 0.15% 108
2020
Q4 		$149K Buy
+10,983
New +$145K 0.14% 111

Other funds holding EIM

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Altus Wealth Group's EIM Position: Q3 2021 in Review

Altus Wealth Group sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2021, closing a stake of 10,983 shares — an estimated $150K sold.

Altus Wealth Group first reported a position in EIM in Q4 2020 and held it in 3 quarters. The position peaked at $150K in Q2 2021. 119 funds tracked by Wall St. Rank hold EIM as of Q3 2021.

  • Altus Wealth Group reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2021 after selling out during the quarter.
  • Altus Wealth Group sold 10,983 Eaton Vance Municipal Bond Fund shares in Q3 2021, an estimated $150K.
  • Altus Wealth Group first reported a position in Eaton Vance Municipal Bond Fund in Q4 2020 and held it in 3 quarters.
  • Altus Wealth Group's Eaton Vance Municipal Bond Fund position peaked at $150K in Q2 2021.
  • 119 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2021.

Based on Altus Wealth Group's 13F filing for Q3 2021, filed 8 Nov 2021.