AWM
EIM

Axxcess Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Axxcess Wealth Management’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
Q2 		– Sell
-20,456
Closed -$212K – 876
2024
Q1 		$212K Sell
20,456
-400
-2% -$4.09K 0.01% 798
2023
Q4 		$211K Hold
20,856
– – 0.01% 768
2023
Q3 		$187K Buy
20,856
+400
+2% +$3.87K 0.01% 746
2023
Q2 		$204K Hold
20,456
– – 0.01% 547
2023
Q1 		$213K Hold
20,456
– – 0.02% 575
2022
Q4 		$213K Hold
20,456
– – 0.02% 545
2022
Q3 		$198K Hold
20,456
– – 0.02% 505
2022
Q2 		$219K Hold
20,456
– – 0.02% 481
2022
Q1 		$235K Hold
20,456
– – 0.02% 539
2021
Q4 		$278K Buy
+20,456
New +$274K 0.02% 495

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Axxcess Wealth Management's EIM Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2024, closing a stake of 20,456 shares — an estimated $212K sold.

Axxcess Wealth Management first reported a position in EIM in Q4 2021 and held it in 10 quarters. The position peaked at $278K in Q4 2021. 112 funds tracked by Wall St. Rank hold EIM as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 20,456 Eaton Vance Municipal Bond Fund shares in Q2 2024, an estimated $212K.
  • Axxcess Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2021 and held it in 10 quarters.
  • Axxcess Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $278K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.