BTI
EIM

Blue Trust Inc’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Blue Trust Inc’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
2022
Q3 		– Sell
-5,691
Closed -$65K – 2153
2022
Q2 		$65K Buy
+5,691
New +$61.6K ﹤0.01% 619

Other funds holding EIM

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Blue Trust Inc's EIM Position: Q3 2022 in Review

Blue Trust Inc sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2022, closing a stake of 5,691 shares — an estimated $65K sold.

Blue Trust Inc first reported a position in EIM in Q2 2022 and held it in 1 quarter. The position peaked at $65K in Q2 2022. 139 funds tracked by Wall St. Rank hold EIM as of Q3 2022.

  • Blue Trust Inc reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Blue Trust Inc sold 5,691 Eaton Vance Municipal Bond Fund shares in Q3 2022, an estimated $65K.
  • Blue Trust Inc first reported a position in Eaton Vance Municipal Bond Fund in Q2 2022 and held it in 1 quarter.
  • Blue Trust Inc's Eaton Vance Municipal Bond Fund position peaked at $65K in Q2 2022.
  • 139 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2022.

Based on Blue Trust Inc's 13F filing for Q3 2022, filed 21 Oct 2022.