CAL
EIM

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

Capital Advisors Ltd’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
2020
Q2 		– Sell
-400
Closed -$5K – 458
2020
Q1 		$5K Buy
+400
New +$5.12K ﹤0.01% 407

Other funds holding EIM

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Capital Advisors Ltd's EIM Position: Q2 2020 in Review

Capital Advisors Ltd sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2020, closing a stake of 400 shares — an estimated $5K sold.

Capital Advisors Ltd first reported a position in EIM in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 111 funds tracked by Wall St. Rank hold EIM as of Q2 2020.

  • Capital Advisors Ltd reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Capital Advisors Ltd sold 400 Eaton Vance Municipal Bond Fund shares in Q2 2020, an estimated $5K.
  • Capital Advisors Ltd first reported a position in Eaton Vance Municipal Bond Fund in Q1 2020 and held it in 1 quarter.
  • Capital Advisors Ltd's Eaton Vance Municipal Bond Fund position peaked at $5K in Q1 2020.
  • 111 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2020.

Based on Capital Advisors Ltd's 13F filing for Q2 2020, filed 6 Aug 2020.