DWP
EIM

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

Daymark 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
2024
Q4 		– Sell
-10,025
Closed -$108K – 503
2024
Q3 		$108K Hold
10,025
– – ﹤0.01% 505
2024
Q2 		$106K Buy
+10,025
New +$103K ﹤0.01% 488

Other funds holding EIM

KIM
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SIA
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Daymark Wealth Partners's EIM Position: Q4 2024 in Review

Daymark Wealth Partners sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2024, closing a stake of 10,025 shares — an estimated $108K sold.

Daymark Wealth Partners first reported a position in EIM in Q2 2024 and held it in 2 quarters. The position peaked at $108K in Q3 2024. 117 funds tracked by Wall St. Rank hold EIM as of Q4 2024.

  • Daymark Wealth Partners reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 10,025 Eaton Vance Municipal Bond Fund shares in Q4 2024, an estimated $108K.
  • Daymark Wealth Partners first reported a position in Eaton Vance Municipal Bond Fund in Q2 2024 and held it in 2 quarters.
  • Daymark Wealth Partners's Eaton Vance Municipal Bond Fund position peaked at $108K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.