CAN
EIM

Cetera Advisor Networks’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Cetera Advisor Networks’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
Q1 		$106K Sell
10,266
-50,871
-83% -$520K ﹤0.01% 2685
2023
Q4 		$619K Sell
61,137
-5,612
-8% -$52.7K ﹤0.01% 1705
2023
Q3 		$598K Sell
66,749
-2,028
-3% -$19.6K ﹤0.01% 1651
2023
Q2 		$684K Buy
68,777
+1,781
+3% +$17.9K ﹤0.01% 1513
2023
Q1 		$697K Buy
66,996
+696
+1% +$7.14K 0.01% 1460
2022
Q4 		$689K Sell
66,300
-684
-1% -$6.76K 0.01% 1413
2022
Q3 		$648K Buy
66,984
+4,048
+6% +$43.2K 0.01% 1133
2022
Q2 		$673K Sell
62,936
-1,479
-2% -$16K 0.01% 1088
2022
Q1 		$741K Buy
64,415
+31
+0% +$379 0.01% 1064
2021
Q4 		$874K Buy
64,384
+8,569
+15% +$115K 0.01% 962
2021
Q3 		$747K Buy
55,815
+1,547
+3% +$21.3K 0.01% 981
2021
Q2 		$742K Buy
54,268
+11,153
+26% +$151K 0.01% 963
2021
Q1 		$573K Buy
43,115
+10
+0% +$133 0.01% 811
2020
Q4 		$586K Buy
43,105
+24,011
+126% +$316K 0.01% 722
2020
Q3 		$251K Buy
19,094
+12
+0.1% +$157 0.01% 1035
2020
Q2 		$243K Buy
19,082
+11
+0.1% +$137 0.01% 1013
2020
Q1 		$238K Buy
19,071
+7
+0% +$90 0.01% 907
2019
Q4 		$245K Hold
19,064
– – 0.01% 1055
2019
Q3 		$246K Hold
19,064
– – 0.01% 1009
2019
Q2 		$237K Buy
19,064
+2,300
+14% +$28.7K 0.01% 1011
2019
Q1 		$208K Buy
+16,764
New +$197K 0.01% 1036
2016
Q4 		– Sell
-14,146
Closed -$193K – 893
2016
Q3 		$193K Buy
+14,146
New +$197K 0.01% 962

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Advisor Networks's EIM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 83% in Q1 2024, selling an estimated $520K and leaving 10,266 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Cetera Advisor Networks first reported a position in EIM in Q3 2016 and has held it in 22 quarters since. The position peaked at $874K in Q4 2021. 123 funds tracked by Wall St. Rank hold EIM as of Q1 2024.

  • Cetera Advisor Networks held 10,266 shares of Eaton Vance Municipal Bond Fund worth $106K as of Q1 2024.
  • Cetera Advisor Networks sold 50,871 Eaton Vance Municipal Bond Fund shares in Q1 2024, an estimated $520K.
  • Eaton Vance Municipal Bond Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2685 holding.
  • Cetera Advisor Networks first reported a position in Eaton Vance Municipal Bond Fund in Q3 2016 and has held it in 22 quarters since.
  • Cetera Advisor Networks's Eaton Vance Municipal Bond Fund position peaked at $874K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.