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

Evercore 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
2018 Q1	–	Sell	-3,213	Closed	-$40K	–	467
2017 Q4	$40K	Hold	3,213	–	–	﹤0.01%	615
2017 Q3	$41K	Hold	3,213	–	–	﹤0.01%	599
2017 Q2	$41K	Hold	3,213	–	–	﹤0.01%	606
2017 Q1	$40K	Hold	3,213	–	–	﹤0.01%	633
2016 Q4	$40K	Hold	3,213	–	–	﹤0.01%	645
2016 Q3	$44K	Hold	3,213	–	–	﹤0.01%	619
2016 Q2	$46K	Hold	3,213	–	–	﹤0.01%	597
2016 Q1	$43K	Hold	3,213	–	–	﹤0.01%	596
2015 Q4	$42K	Hold	3,213	–	–	﹤0.01%	622
2015 Q3	$40K	Hold	3,213	–	–	﹤0.01%	621
2015 Q2	$39K	Hold	3,213	–	–	﹤0.01%	676
2015 Q1	$41K	Buy	+3,213	New	+$41.5K	﹤0.01%	657
2014 Q4	–	Sell	-3,213	Closed	-$40K	–	890
2014 Q3	$40K	Hold	3,213	–	–	﹤0.01%	641
2014 Q2	$40K	Hold	3,213	–	–	﹤0.01%	641
2014 Q1	$38K	Hold	3,213	–	–	﹤0.01%	638
2013 Q4	$36K	Hold	3,213	–	–	﹤0.01%	606
2013 Q3	$37K	Buy	+3,213	New	+$36K	﹤0.01%	601

Other funds holding EIM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evercore Wealth Management's EIM Position: Q1 2018 in Review

Evercore Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2018, closing a stake of 3,213 shares — an estimated $40K sold.

Evercore Wealth Management first reported a position in EIM in Q3 2013 and held it in 17 quarters. The position peaked at $46K in Q2 2016. 80 funds tracked by Wall St. Rank hold EIM as of Q1 2018.

Evercore Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,213 Eaton Vance Municipal Bond Fund shares in Q1 2018, an estimated $40K.
Evercore Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q3 2013 and held it in 17 quarters.
Evercore Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $46K in Q2 2016.
80 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.