DA
EIM

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

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 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.