Cerity Partners
EIM

Cerity Partners’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Cerity Partners’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
-11,306
Closed -$118K – 2284
2024
Q1 		$118K Buy
+11,306
New +$116K ﹤0.01% 2187
2023
Q3 		– Sell
-12,700
Closed -$126K – 1479
2023
Q2 		$126K Hold
12,700
– – ﹤0.01% 1528
2023
Q1 		$131K Hold
12,700
– – ﹤0.01% 1754
2022
Q4 		$132K Buy
12,700
+1,389
+12% +$13.7K ﹤0.01% 1389
2022
Q3 		$109K Buy
+11,311
New +$121K ﹤0.01% 1107

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $34.3B AUM 27.35% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cerity Partners's EIM Position: Q2 2024 in Review

Cerity Partners sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2024, closing a stake of 11,306 shares — an estimated $118K sold.

Cerity Partners first reported a position in EIM in Q3 2022 and held it in 5 quarters. The position peaked at $132K in Q4 2022. 112 funds tracked by Wall St. Rank hold EIM as of Q2 2024.

  • Cerity Partners reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Cerity Partners sold 11,306 Eaton Vance Municipal Bond Fund shares in Q2 2024, an estimated $118K.
  • Cerity Partners first reported a position in Eaton Vance Municipal Bond Fund in Q3 2022 and held it in 5 quarters.
  • Cerity Partners's Eaton Vance Municipal Bond Fund position peaked at $132K in Q4 2022.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.