CFFP
EIM

Center for Financial Planning’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-117
Closed -$2K – 578
2019
Q4 		$2K Buy
+117
New +$1.5K ﹤0.01% 425

Other funds holding EIM

KIM
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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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Center for Financial Planning's EIM Position: Q1 2020 in Review

Center for Financial Planning sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2020, closing a stake of 117 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in EIM in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 121 funds tracked by Wall St. Rank hold EIM as of Q1 2020.

  • Center for Financial Planning reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2020 after selling out during the quarter.
  • Center for Financial Planning sold 117 Eaton Vance Municipal Bond Fund shares in Q1 2020, an estimated $2K.
  • Center for Financial Planning first reported a position in Eaton Vance Municipal Bond Fund in Q4 2019 and held it in 1 quarter.
  • Center for Financial Planning's Eaton Vance Municipal Bond Fund position peaked at $2K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2020.

Based on Center for Financial Planning's 13F filing for Q1 2020, filed 11 May 2020.