CA
EIM

Claro Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-1,200
Closed -$14K – 377
2018
Q4 		$14K Buy
+1,200
New +$13.3K 0.01% 611

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BI
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PPA
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Claro Advisors's EIM Position: Q1 2019 in Review

Claro Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2019, closing a stake of 1,200 shares — an estimated $14K sold.

Claro Advisors first reported a position in EIM in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 112 funds tracked by Wall St. Rank hold EIM as of Q1 2019.

  • Claro Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 1,200 Eaton Vance Municipal Bond Fund shares in Q1 2019, an estimated $14K.
  • Claro Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Eaton Vance Municipal Bond Fund position peaked at $14K in Q4 2018.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.