Daniel L. Goodwin’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Daniel L. Goodwin’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 Q3	$595K	Hold	66,431	–	–	0.29%	41
2023 Q2	$661K	Hold	66,431	–	–	0.32%	38
2023 Q1	$691K	Hold	66,431	–	–	0.35%	36
2022 Q4	$690K	Buy	66,431 +5,700	+9%	+$56.4K	0.35%	38
2022 Q3	$588K	Hold	60,731	–	–	0.34%	40
2022 Q2	$650K	Buy	60,731 +4,300	+8%	+$46.6K	0.36%	38
2022 Q1	$648K	Sell	56,431 -2,294	-4%	-$28.1K	0.28%	42
2021 Q4	$798K	Hold	58,725	–	–	0.35%	41
2021 Q3	$787K	Hold	58,725	–	–	0.37%	38
2021 Q2	$804K	Hold	58,725	–	–	0.38%	44
2021 Q1	$781K	Hold	58,725	–	–	0.41%	43
2020 Q4	$799K	Hold	58,725	–	–	0.47%	40
2020 Q3	$773K	Sell	58,725 -10,938	-16%	-$143K	0.54%	36
2020 Q2	$886K	Sell	69,663 -5,000	-7%	-$62.2K	0.56%	33
2020 Q1	$931K	Hold	74,663	–	–	0.75%	27
2019 Q4	$961K	Sell	74,663 -14,502	-16%	-$186K	0.42%	34
2019 Q3	$1.16M	Hold	89,165	–	–	0.52%	27
2019 Q2	$1.11M	Hold	89,165	–	–	0.51%	28
2019 Q1	$1.1M	Hold	89,165	–	–	0.51%	29
2018 Q4	$1.01M	Hold	89,165	–	–	0.53%	26
2018 Q3	$1.03M	Hold	89,165	–	–	0.49%	29
2018 Q2	$1.05M	Hold	89,165	–	–	0.49%	25
2018 Q1	$1.05M	Hold	89,165	–	–	0.51%	26
2017 Q4	$1.12M	Hold	89,165	–	–	0.49%	25
2017 Q3	$1.13M	Hold	89,165	–	–	0.5%	25
2017 Q2	$1.13M	Hold	89,165	–	–	0.51%	28
2017 Q1	$1.12M	Buy	89,165 +4,000	+5%	+$49.9K	0.47%	26
2016 Q4	$1.06M	Buy	85,165 +700	+0.8%	+$8.87K	0.43%	28
2016 Q3	$1.15M	Hold	84,465	–	–	0.41%	28
2016 Q2	$1.2M	Hold	84,465	–	–	0.39%	26
2016 Q1	$1.12M	Hold	84,465	–	–	0.27%	27
2015 Q4	$1.1M	Hold	84,465	–	–	0.26%	27
2015 Q3	$1.06M	Hold	84,465	–	–	0.28%	27
2015 Q2	$1.03M	Buy	84,465 +700	+0.8%	+$8.73K	0.27%	27
2015 Q1	$1.08M	Buy	83,765 +700	+0.8%	+$9.04K	0.24%	33
2014 Q4	$1.07M	Buy	+83,065	New	+$1.05M	0.19%	46
2014 Q3	–	Sell	-83,065	Closed	-$1.03M	–	115
2014 Q2	$1.03M	Hold	83,065	–	–	0.19%	40
2014 Q1	$986K	Hold	83,065	–	–	0.18%	43
2013 Q4	$939K	Hold	83,065	–	–	0.18%	45
2013 Q3	$960K	Hold	83,065	–	–	0.19%	45
2013 Q2	$995K	Buy	+83,065	New	+$1.1M	0.19%	43

Other funds holding EIM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Daniel L. Goodwin's EIM Position: Q3 2023 in Review

Daniel L. Goodwin held its Eaton Vance Municipal Bond Fund (EIM) position steady in Q3 2023 at 66,431 shares worth $595K. The position accounts for 0.29% of the portfolio, ranked #41.

Daniel L. Goodwin first reported a position in EIM in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.2M in Q2 2016. 117 funds tracked by Wall St. Rank hold EIM as of Q3 2023.

Daniel L. Goodwin held 66,431 shares of Eaton Vance Municipal Bond Fund worth $595K as of Q3 2023.
Daniel L. Goodwin left its Eaton Vance Municipal Bond Fund share count unchanged in Q3 2023.
Eaton Vance Municipal Bond Fund made up 0.29% of Daniel L. Goodwin's portfolio in Q3 2023, its #41 holding.
Daniel L. Goodwin first reported a position in Eaton Vance Municipal Bond Fund in Q2 2013 and has held it in 41 quarters since.
Daniel L. Goodwin's Eaton Vance Municipal Bond Fund position peaked at $1.2M in Q2 2016.
117 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.