ECM
EIM

Evergreen Capital Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Evergreen Capital 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
2021
Q2 		– Sell
-26,915
Closed -$358K – 536
2021
Q1 		$358K Sell
26,915
-1,500
-5% -$19.9K 0.02% 360
2020
Q4 		$386K Sell
28,415
-1,500
-5% -$19.8K 0.02% 315
2020
Q3 		$394K Sell
29,915
-1,380
-4% -$18.1K 0.03% 289
2020
Q2 		$398K Hold
31,295
– – 0.03% 268
2020
Q1 		$391K Sell
31,295
-8,650
-22% -$111K 0.04% 246
2019
Q4 		$514K Buy
39,945
+1,500
+4% +$19.3K 0.04% 249
2019
Q3 		$498K Sell
38,445
-400
-1% -$5.12K 0.05% 227
2019
Q2 		$483K Buy
+38,845
New +$484K 0.05% 231
2019
Q1 		– Hold
0
– – – 192
2018
Q4 		– Hold
0
– – – 163
2018
Q3 		– Hold
0
– – – 174
2018
Q2 		– Hold
0
– – – 154
2018
Q1 		– Hold
0
– – – 143
2017
Q4 		– Hold
0
– – – 132
2017
Q3 		– Hold
0
– – – 115

Other funds holding EIM

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Evergreen Capital Management's EIM Position: Q2 2021 in Review

Evergreen Capital Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2021, closing a stake of 26,915 shares — an estimated $358K sold.

Evergreen Capital Management first reported a position in EIM in Q2 2019 and held it in 8 quarters. The position peaked at $514K in Q4 2019. 121 funds tracked by Wall St. Rank hold EIM as of Q2 2021.

  • Evergreen Capital Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Evergreen Capital Management sold 26,915 Eaton Vance Municipal Bond Fund shares in Q2 2021, an estimated $358K.
  • Evergreen Capital Management first reported a position in Eaton Vance Municipal Bond Fund in Q2 2019 and held it in 8 quarters.
  • Evergreen Capital Management's Eaton Vance Municipal Bond Fund position peaked at $514K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2021.

Based on Evergreen Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.