CAI
EIM

Capital Advisors Inc’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Capital Advisors 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
2024
Q2 		– Sell
-12,151
Closed -$126K – 313
2024
Q1 		$126K Buy
+12,151
New +$124K ﹤0.01% 299

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capital Advisors Inc's EIM Position: Q2 2024 in Review

Capital Advisors Inc sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2024, closing a stake of 12,151 shares — an estimated $126K sold.

Capital Advisors Inc first reported a position in EIM in Q1 2024 and held it in 1 quarter. The position peaked at $126K in Q1 2024. 112 funds tracked by Wall St. Rank hold EIM as of Q2 2024.

  • Capital Advisors Inc reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 12,151 Eaton Vance Municipal Bond Fund shares in Q2 2024, an estimated $126K.
  • Capital Advisors Inc first reported a position in Eaton Vance Municipal Bond Fund in Q1 2024 and held it in 1 quarter.
  • Capital Advisors Inc's Eaton Vance Municipal Bond Fund position peaked at $126K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2024.

Based on Capital Advisors Inc's 13F filing for Q2 2024, filed 31 Jul 2024.