DAS
EIM

Dynamic Advisor Solutions’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Dynamic Advisor Solutions’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
2022
Q4 		– Sell
-22,635
Closed -$219K – 733
2022
Q3 		$219K Sell
22,635
-2,149
-9% -$22.9K 0.02% 610
2022
Q2 		$265K Buy
24,784
+299
+1% +$3.24K 0.02% 571
2022
Q1 		$282K Sell
24,485
-8,878
-27% -$109K 0.02% 580
2021
Q4 		$453K Buy
33,363
+5,324
+19% +$71.4K 0.03% 458
2021
Q3 		$375K Buy
28,039
+17,811
+174% +$246K 0.03% 507
2021
Q2 		$140K Buy
+10,228
New +$138K 0.01% 699
2021
Q1 		– Sell
-24,684
Closed -$336K – 714
2020
Q4 		$336K Hold
24,684
– – 0.03% 465
2020
Q3 		$325K Hold
24,684
– – 0.04% 406
2020
Q2 		$314K Hold
24,684
– – 0.04% 376
2020
Q1 		$308K Sell
24,684
-250
-1% -$3.2K 0.06% 330
2019
Q4 		$321K Hold
24,934
– – 0.04% 398
2019
Q3 		$323K Hold
24,934
– – 0.05% 363
2019
Q2 		$310K Hold
24,934
– – 0.05% 355
2019
Q1 		$309K Buy
24,934
+5,388
+28% +$63.4K 0.06% 294
2018
Q4 		$227K Sell
19,546
-781
-4% -$8.69K 0.05% 334
2018
Q3 		$234K Hold
20,327
– – 0.05% 347
2018
Q2 		$240K Buy
20,327
+781
+4% +$9.21K 0.05% 341
2018
Q1 		$231K Buy
+19,546
New +$235K 0.06% 305

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dynamic Advisor Solutions's EIM Position: Q4 2022 in Review

Dynamic Advisor Solutions sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2022, closing a stake of 22,635 shares — an estimated $219K sold.

Dynamic Advisor Solutions first reported a position in EIM in Q1 2018 and held it in 18 quarters. The position peaked at $453K in Q4 2021. 137 funds tracked by Wall St. Rank hold EIM as of Q4 2022.

  • Dynamic Advisor Solutions reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 22,635 Eaton Vance Municipal Bond Fund shares in Q4 2022, an estimated $219K.
  • Dynamic Advisor Solutions first reported a position in Eaton Vance Municipal Bond Fund in Q1 2018 and held it in 18 quarters.
  • Dynamic Advisor Solutions's Eaton Vance Municipal Bond Fund position peaked at $453K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2022, filed 13 Jan 2023.