CASC
EIM

Coppell Advisory Solutions Corp’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Coppell Advisory Solutions Corp’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
-1,274
Closed -$13.2K – 452
2022
Q4 		$13.2K Buy
+1,274
New +$12.6K ﹤0.01% 569

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BI
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RCM
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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

Coppell Advisory Solutions Corp's EIM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2023, closing a stake of 1,274 shares — an estimated $13.2K sold.

Coppell Advisory Solutions Corp first reported a position in EIM in Q4 2022 and held it in 1 quarter. The position peaked at $13.2K in Q4 2022. 120 funds tracked by Wall St. Rank hold EIM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,274 Eaton Vance Municipal Bond Fund shares in Q1 2023, an estimated $13.2K.
  • Coppell Advisory Solutions Corp first reported a position in Eaton Vance Municipal Bond Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Eaton Vance Municipal Bond Fund position peaked at $13.2K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.