BAM
EIM

Belpointe Asset Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-4,634
Closed -$48.2K – 1352
2023
Q1 		$48.2K Hold
4,634
– – ﹤0.01% 1720
2022
Q4 		$48.1K Buy
+4,634
New +$45.8K ﹤0.01% 1642

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BI
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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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Belpointe Asset Management's EIM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2023, closing a stake of 4,634 shares — an estimated $48.2K sold.

Belpointe Asset Management first reported a position in EIM in Q4 2022 and held it in 2 quarters. The position peaked at $48.2K in Q1 2023. 123 funds tracked by Wall St. Rank hold EIM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 4,634 Eaton Vance Municipal Bond Fund shares in Q2 2023, an estimated $48.2K.
  • Belpointe Asset Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Eaton Vance Municipal Bond Fund position peaked at $48.2K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.