AWA
EIM

Arkadios Wealth Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Arkadios Wealth Advisors’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
Q4 		– Sell
-221
Closed -$2K – 903
2021
Q3 		$2K Sell
221
-107
-33% -$1.48K ﹤0.01% 1739
2021
Q2 		$4K Buy
+328
New +$4.44K ﹤0.01% 1762

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RCM
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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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Arkadios Wealth Advisors's EIM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2021, closing a stake of 221 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in EIM in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 143 funds tracked by Wall St. Rank hold EIM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 221 Eaton Vance Municipal Bond Fund shares in Q4 2021, an estimated $2K.
  • Arkadios Wealth Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Eaton Vance Municipal Bond Fund position peaked at $4K in Q2 2021.
  • 143 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.