CWS
EIM

Confluence Wealth Services’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Confluence Wealth Services’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
-2
Closed – – 484
2021
Q4 		$0 Buy
+2
New +$27 ﹤0.01% 1236

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

Confluence Wealth Services's EIM Position: Q1 2022 in Review

Confluence Wealth Services sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2022, closing a stake of 2 shares.

Confluence Wealth Services first reported a position in EIM in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 137 funds tracked by Wall St. Rank hold EIM as of Q1 2022.

  • Confluence Wealth Services reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 2 Eaton Vance Municipal Bond Fund shares in Q1 2022.
  • Confluence Wealth Services first reported a position in Eaton Vance Municipal Bond Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Eaton Vance Municipal Bond Fund position peaked at $0 in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.