CG
EIM

Clarus Group’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Clarus Group’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
2022
Q1 		– Sell
-10,036
Closed -$135K – 119
2021
Q4 		$135K Hold
10,036
– – 0.09% 100
2021
Q3 		$134K Hold
10,036
– – 0.09% 103
2021
Q2 		$138K Sell
10,036
-7,778
-44% -$105K 0.1% 106
2021
Q1 		$239K Hold
17,814
– – 0.2% 86
2020
Q4 		$242K Buy
+17,814
New +$235K 0.21% 83

Other funds holding EIM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Clarus Group's EIM Position: Q1 2022 in Review

Clarus Group sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2022, closing a stake of 10,036 shares — an estimated $135K sold.

Clarus Group first reported a position in EIM in Q4 2020 and held it in 5 quarters. The position peaked at $242K in Q4 2020. 137 funds tracked by Wall St. Rank hold EIM as of Q1 2022.

  • Clarus Group reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Clarus Group sold 10,036 Eaton Vance Municipal Bond Fund shares in Q1 2022, an estimated $135K.
  • Clarus Group first reported a position in Eaton Vance Municipal Bond Fund in Q4 2020 and held it in 5 quarters.
  • Clarus Group's Eaton Vance Municipal Bond Fund position peaked at $242K in Q4 2020.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2022.

Based on Clarus Group's 13F filing for Q1 2022, filed 13 May 2022.