CWM
EIM

Concert Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-10,265
Closed -$141K – 577
2016
Q3 		$141K Buy
+10,265
New +$143K 0.02% 706

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Concert Wealth Management's EIM Position: Q4 2016 in Review

Concert Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2016, closing a stake of 10,265 shares — an estimated $141K sold.

Concert Wealth Management first reported a position in EIM in Q3 2016 and held it in 1 quarter. The position peaked at $141K in Q3 2016. 68 funds tracked by Wall St. Rank hold EIM as of Q4 2016.

  • Concert Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 10,265 Eaton Vance Municipal Bond Fund shares in Q4 2016, an estimated $141K.
  • Concert Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $141K in Q3 2016.
  • 68 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.