Doliver Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Doliver Advisors’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
2018 Q3	–	Sell	-17,952	Closed	-$212K	–	228
2018 Q2	$212K	Sell	17,952 -7,765	-30%	-$91.6K	0.09%	207
2018 Q1	$304K	Buy	25,717 +129	+0.5%	+$1.55K	0.13%	139
2017 Q4	$320K	Sell	25,588 -34,853	-58%	-$439K	0.13%	141
2017 Q3	$766K	Sell	60,441 -3,012	-5%	-$38.7K	0.34%	70
2017 Q2	$805K	Buy	63,453 +23,101	+57%	+$292K	0.39%	57
2017 Q1	$506K	Buy	40,352 +18,719	+87%	+$234K	0.4%	83
2016 Q4	$269K	Sell	21,633 -6,853	-24%	-$86.8K	0.23%	139
2016 Q3	$388K	Buy	28,486 +12,104	+74%	+$168K	0.33%	90
2016 Q2	$234K	Buy	+16,382	New	+$225K	0.2%	130
2015 Q2	–	Sell	-13,772	Closed	-$178K	–	288
2015 Q1	$178K	Buy	+13,772	New	+$178K	0.11%	216
2014 Q4	–	Sell	-30,217	Closed	-$378K	–	243
2014 Q3	$378K	Buy	+30,217	New	+$376K	0.26%	153
2014 Q2	–	Sell	-31,595	Closed	-$375K	–	243
2014 Q1	$375K	Buy	+31,595	New	+$372K	0.25%	142
2013 Q3	–	Sell	-23,917	Closed	-$287K	–	350
2013 Q2	$287K	Buy	+23,917	New	+$316K	0.17%	251

Other funds holding EIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.55% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Doliver Advisors's EIM Position: Q3 2018 in Review

Doliver Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2018, closing a stake of 17,952 shares — an estimated $212K sold.

Doliver Advisors first reported a position in EIM in Q2 2013 and held it in 13 quarters. The position peaked at $805K in Q2 2017. 86 funds tracked by Wall St. Rank hold EIM as of Q3 2018.

Doliver Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 17,952 Eaton Vance Municipal Bond Fund shares in Q3 2018, an estimated $212K.
Doliver Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q2 2013 and held it in 13 quarters.
Doliver Advisors's Eaton Vance Municipal Bond Fund position peaked at $805K in Q2 2017.
86 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.