CWM
EIM

Cabot Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Cabot 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
2013
Q3 		– Sell
-45,970
Closed -$551K – 156
2013
Q2 		$551K Buy
+45,970
New +$607K 0.19% 138

Other funds holding EIM

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BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cabot Wealth Management's EIM Position: Q3 2013 in Review

Cabot Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2013, closing a stake of 45,970 shares — an estimated $551K sold.

Cabot Wealth Management first reported a position in EIM in Q2 2013 and held it in 1 quarter. The position peaked at $551K in Q2 2013. 52 funds tracked by Wall St. Rank hold EIM as of Q3 2013.

  • Cabot Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 45,970 Eaton Vance Municipal Bond Fund shares in Q3 2013, an estimated $551K.
  • Cabot Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $551K in Q2 2013.
  • 52 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.