CAL
EIM

Capital Analysts LLC’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Capital Analysts LLC’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
2023
Q1 		– Sell
-533
Closed -$6K – 997
2022
Q4 		$6K Hold
533
– – ﹤0.01% 891
2022
Q3 		$5K Buy
+533
New +$5.68K ﹤0.01% 882

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Capital Analysts LLC's EIM Position: Q1 2023 in Review

Capital Analysts LLC sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2023, closing a stake of 533 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in EIM in Q3 2022 and held it in 2 quarters. The position peaked at $6K in Q4 2022. 120 funds tracked by Wall St. Rank hold EIM as of Q1 2023.

  • Capital Analysts LLC reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 533 Eaton Vance Municipal Bond Fund shares in Q1 2023, an estimated $6K.
  • Capital Analysts LLC first reported a position in Eaton Vance Municipal Bond Fund in Q3 2022 and held it in 2 quarters.
  • Capital Analysts LLC's Eaton Vance Municipal Bond Fund position peaked at $6K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.