BBPWM
EIM

Blue Bell Private Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Blue Bell Private 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
Q3 		– Sell
-1,139
Closed -$12.1K – 698
2024
Q2 		$12.1K Sell
1,139
-1,609
-59% -$16.6K ﹤0.01% 501
2024
Q1 		$28.4K Buy
+2,748
New +$28.1K 0.01% 425

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Blue Bell Private Wealth Management's EIM Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2024, closing a stake of 1,139 shares — an estimated $12.1K sold.

Blue Bell Private Wealth Management first reported a position in EIM in Q1 2024 and held it in 2 quarters. The position peaked at $28.4K in Q1 2024. 114 funds tracked by Wall St. Rank hold EIM as of Q3 2024.

  • Blue Bell Private Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 1,139 Eaton Vance Municipal Bond Fund shares in Q3 2024, an estimated $12.1K.
  • Blue Bell Private Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2024 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $28.4K in Q1 2024.
  • 114 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.