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

Beacon Pointe 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
2019 Q4	$348K	Hold	27,000	–	–	0.06%	198
2019 Q3	$350K	Hold	27,000	–	–	0.07%	194
2019 Q2	$336K	Hold	27,000	–	–	0.07%	203
2019 Q1	$335K	Hold	27,000	–	–	0.08%	192
2018 Q4	$305K	Buy	+27,000	New	+$300K	0.11%	166

Other funds holding EIM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Beacon Pointe Wealth Advisors's EIM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its Eaton Vance Municipal Bond Fund (EIM) position steady in Q4 2019 at 27,000 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #198.

Beacon Pointe Wealth Advisors first reported a position in EIM in Q4 2018 and has held it in 5 quarters since. The position peaked at $350K in Q3 2019. 115 funds tracked by Wall St. Rank hold EIM as of Q4 2019.

Beacon Pointe Wealth Advisors held 27,000 shares of Eaton Vance Municipal Bond Fund worth $348K as of Q4 2019.
Beacon Pointe Wealth Advisors left its Eaton Vance Municipal Bond Fund share count unchanged in Q4 2019.
Eaton Vance Municipal Bond Fund made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #198 holding.
Beacon Pointe Wealth Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Eaton Vance Municipal Bond Fund position peaked at $350K in Q3 2019.
115 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.