Creative Planning
EIM

Creative Planning’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-12,859
Closed -$171K – 2219
2021
Q1 		$171K Hold
12,859
– – ﹤0.01% 2136
2020
Q4 		$175K Buy
12,859
+1,379
+12% +$18.2K ﹤0.01% 1944
2020
Q3 		$151K Buy
+11,480
New +$150K ﹤0.01% 1755
2020
Q1 		– Sell
-11,384
Closed -$147K – 1925
2019
Q4 		$147K Sell
11,384
-1,449
-11% -$18.6K ﹤0.01% 1704
2019
Q3 		$166K Buy
12,833
+1,853
+17% +$23.7K ﹤0.01% 1644
2019
Q2 		$136K Buy
10,980
+340
+3% +$4.24K ﹤0.01% 1705
2019
Q1 		$132K Buy
+10,640
New +$125K ﹤0.01% 1661
2018
Q3 		– Sell
-13,334
Closed -$157K – 2096
2018
Q2 		$157K Buy
13,334
+334
+3% +$3.94K ﹤0.01% 1690
2018
Q1 		$154K Hold
13,000
– – ﹤0.01% 1669
2017
Q4 		$163K Sell
13,000
-2,000
-13% -$25.2K ﹤0.01% 1662
2017
Q3 		$190K Sell
15,000
-11,917
-44% -$153K ﹤0.01% 1616
2017
Q2 		$342K Buy
26,917
+8,124
+43% +$103K ﹤0.01% 1209
2017
Q1 		$236K Buy
18,793
+650
+4% +$8.12K ﹤0.01% 1395
2016
Q4 		$225K Sell
18,143
-4,255
-19% -$53.9K ﹤0.01% 1353
2016
Q3 		$305K Buy
22,398
+2,152
+11% +$29.9K ﹤0.01% 1170
2016
Q2 		$287K Hold
20,246
– – ﹤0.01% 1080
2016
Q1 		$269K Buy
20,246
+1,138
+6% +$14.9K ﹤0.01% 1065
2015
Q4 		$248K Buy
19,108
+965
+5% +$12.3K ﹤0.01% 1084
2015
Q3 		$227K Hold
18,143
– – ﹤0.01% 1124
2015
Q2 		$221K Hold
18,143
– – ﹤0.01% 844
2015
Q1 		$234K Sell
18,143
-350
-2% -$4.52K ﹤0.01% 1109
2014
Q4 		$237K Buy
18,493
+8,631
+88% +$110K ﹤0.01% 1032
2014
Q3 		$123K Hold
9,862
– – ﹤0.01% 1338
2014
Q2 		$123K Sell
9,862
-1,000
-9% -$12.3K ﹤0.01% 1307
2014
Q1 		$129K Buy
10,862
+1,000
+10% +$11.8K ﹤0.01% 1237
2013
Q4 		$111K Buy
9,862
+9,501
+2,632% +$106K ﹤0.01% 1141
2013
Q3 		$4K Sell
361
-3,366
-90% -$37.7K ﹤0.01% 2793
2013
Q2 		$45K Buy
+3,727
New +$49.2K ﹤0.01% 1442

Other funds holding EIM

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Creative Planning's EIM Position: Q2 2021 in Review

Creative Planning sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2021, closing a stake of 12,859 shares — an estimated $171K sold.

Creative Planning first reported a position in EIM in Q2 2013 and held it in 28 quarters. The position peaked at $342K in Q2 2017. 121 funds tracked by Wall St. Rank hold EIM as of Q2 2021.

  • Creative Planning reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 12,859 Eaton Vance Municipal Bond Fund shares in Q2 2021, an estimated $171K.
  • Creative Planning first reported a position in Eaton Vance Municipal Bond Fund in Q2 2013 and held it in 28 quarters.
  • Creative Planning's Eaton Vance Municipal Bond Fund position peaked at $342K in Q2 2017.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.