BWA
EIM

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

BDO 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
2023
Q2 		– Sell
-103
Closed -$1.07K – 1007
2023
Q1 		$1.07K Buy
+103
New +$1.06K ﹤0.01% 957

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

BDO Wealth Advisors's EIM Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2023, closing a stake of 103 shares — an estimated $1.07K sold.

BDO Wealth Advisors first reported a position in EIM in Q1 2023 and held it in 1 quarter. The position peaked at $1.07K in Q1 2023. 123 funds tracked by Wall St. Rank hold EIM as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 103 Eaton Vance Municipal Bond Fund shares in Q2 2023, an estimated $1.07K.
  • BDO Wealth Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Eaton Vance Municipal Bond Fund position peaked at $1.07K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.