DWM
EIM

Doyle Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-1,688
Closed -$21K – 346
2019
Q2 		$21K Buy
+1,688
New +$21K ﹤0.01% 499
2019
Q1 		– Sell
-2,938
Closed -$33K – 333
2018
Q4 		$33K Buy
+2,938
New +$32.7K 0.01% 432

Other funds holding EIM

KIM
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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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Doyle Wealth Management's EIM Position: Q3 2019 in Review

Doyle Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2019, closing a stake of 1,688 shares — an estimated $21K sold.

Doyle Wealth Management first reported a position in EIM in Q4 2018 and held it in 2 quarters. The position peaked at $33K in Q4 2018. 113 funds tracked by Wall St. Rank hold EIM as of Q3 2019.

  • Doyle Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,688 Eaton Vance Municipal Bond Fund shares in Q3 2019, an estimated $21K.
  • Doyle Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $33K in Q4 2018.
  • 113 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.