Cary Street Partners Investment Advisory’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-6,050	Closed	-$54.2K	–	936
2023 Q3	$54.2K	Hold	6,050	–	–	﹤0.01%	852
2023 Q2	$60.2K	Hold	6,050	–	–	﹤0.01%	772
2023 Q1	$62.9K	Hold	6,050	–	–	﹤0.01%	687
2022 Q4	$62.9K	Buy	+6,050	New	+$59.8K	﹤0.01%	683
2020 Q4	–	Sell	-2,740	Closed	-$36K	–	496
2020 Q3	$36K	Buy	+2,740	New	+$35.9K	0.01%	540

Other funds holding EIM

KIM

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RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's EIM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2023, closing a stake of 6,050 shares — an estimated $54.2K sold.

Cary Street Partners Investment Advisory first reported a position in EIM in Q3 2020 and held it in 5 quarters. The position peaked at $62.9K in Q1 2023. 132 funds tracked by Wall St. Rank hold EIM as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 6,050 Eaton Vance Municipal Bond Fund shares in Q4 2023, an estimated $54.2K.
Cary Street Partners Investment Advisory first reported a position in Eaton Vance Municipal Bond Fund in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Eaton Vance Municipal Bond Fund position peaked at $62.9K in Q1 2023.
132 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.