ACS
EIM

Archford Capital Strategies’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Archford Capital Strategies’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
2017
Q1 		– Sell
-773
Closed -$9K – 720
2016
Q4 		$9K Buy
+773
New +$9.79K ﹤0.01% 375
2016
Q1 		– Sell
-773
Closed -$10K – 295
2015
Q4 		$10K Buy
+773
New +$9.85K ﹤0.01% 440

Other funds holding EIM

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Archford Capital Strategies's EIM Position: Q1 2017 in Review

Archford Capital Strategies sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2017, closing a stake of 773 shares — an estimated $9K sold.

Archford Capital Strategies first reported a position in EIM in Q4 2015 and held it in 2 quarters. The position peaked at $10K in Q4 2015. 70 funds tracked by Wall St. Rank hold EIM as of Q1 2017.

  • Archford Capital Strategies reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 773 Eaton Vance Municipal Bond Fund shares in Q1 2017, an estimated $9K.
  • Archford Capital Strategies first reported a position in Eaton Vance Municipal Bond Fund in Q4 2015 and held it in 2 quarters.
  • Archford Capital Strategies's Eaton Vance Municipal Bond Fund position peaked at $10K in Q4 2015.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.