CCM
EIM

Coe Capital Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Coe Capital Management’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
2015
Q3 		– Sell
-27,657
Closed -$337K – 216
2015
Q2 		$337K Buy
27,657
+2,342
+9% +$29.2K 0.12% 187
2015
Q1 		$327K Buy
25,315
+8,048
+47% +$104K 0.13% 174
2014
Q4 		$222K Buy
+17,267
New +$219K 0.07% 226

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SCA
Samson Capital Advisors New York $228M AUM 0.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Coe Capital Management's EIM Position: Q3 2015 in Review

Coe Capital Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2015, closing a stake of 27,657 shares — an estimated $337K sold.

Coe Capital Management first reported a position in EIM in Q4 2014 and held it in 3 quarters. The position peaked at $337K in Q2 2015. 61 funds tracked by Wall St. Rank hold EIM as of Q3 2015.

  • Coe Capital Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2015 after selling out during the quarter.
  • Coe Capital Management sold 27,657 Eaton Vance Municipal Bond Fund shares in Q3 2015, an estimated $337K.
  • Coe Capital Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2014 and held it in 3 quarters.
  • Coe Capital Management's Eaton Vance Municipal Bond Fund position peaked at $337K in Q2 2015.
  • 61 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2015.

Based on Coe Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.