CWP
EIM

Concord Wealth Partners’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-120
Closed -$1.25K – 1051
2022
Q4 		$1.25K Buy
+120
New +$1.19K ﹤0.01% 1022
2022
Q3 		– Sell
-120
Closed -$1K – 427
2022
Q2 		$1K Hold
120
– – ﹤0.01% 1121
2022
Q1 		$1K Hold
120
– – ﹤0.01% 1190
2021
Q4 		$2K Buy
+120
New +$1.61K ﹤0.01% 1117

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Concord Wealth Partners's EIM Position: Q1 2023 in Review

Concord Wealth Partners sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2023, closing a stake of 120 shares — an estimated $1.25K sold.

Concord Wealth Partners first reported a position in EIM in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 120 funds tracked by Wall St. Rank hold EIM as of Q1 2023.

  • Concord Wealth Partners reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 120 Eaton Vance Municipal Bond Fund shares in Q1 2023, an estimated $1.25K.
  • Concord Wealth Partners first reported a position in Eaton Vance Municipal Bond Fund in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Eaton Vance Municipal Bond Fund position peaked at $2K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.