EBWM
EIM

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

Eagle Bluffs 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
2023
Q4 		– Sell
-34,819
Closed -$312K – 67
2023
Q3 		$312K Sell
34,819
-2,752
-7% -$26.6K 0.24% 60
2023
Q2 		$374K Hold
37,571
– – 0.29% 54
2023
Q1 		$391K Hold
37,571
– – 0.32% 53
2022
Q4 		$390K Sell
37,571
-12,171
-24% -$120K 0.41% 53
2022
Q3 		$482K Buy
49,742
+2,940
+6% +$31.4K 0.56% 47
2022
Q2 		$501K Hold
46,802
– – 0.54% 50
2022
Q1 		$538K Buy
+46,802
New +$573K 0.52% 48

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Eagle Bluffs Wealth Management's EIM Position: Q4 2023 in Review

Eagle Bluffs Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2023, closing a stake of 34,819 shares — an estimated $312K sold.

Eagle Bluffs Wealth Management first reported a position in EIM in Q1 2022 and held it in 7 quarters. The position peaked at $538K in Q1 2022. 132 funds tracked by Wall St. Rank hold EIM as of Q4 2023.

  • Eagle Bluffs Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Eagle Bluffs Wealth Management sold 34,819 Eaton Vance Municipal Bond Fund shares in Q4 2023, an estimated $312K.
  • Eagle Bluffs Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2022 and held it in 7 quarters.
  • Eagle Bluffs Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $538K in Q1 2022.
  • 132 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2023.

Based on Eagle Bluffs Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.