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

Evoke Wealth’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 Q1	–	Sell	-18,000	Closed	-$244K	–	1188
2021 Q4	$244K	Hold	18,000	–	–	0.01%	339
2021 Q3	$240K	Hold	18,000	–	–	0.01%	311
2021 Q2	$246K	Hold	18,000	–	–	0.01%	317
2021 Q1	$239K	Hold	18,000	–	–	0.01%	280
2020 Q4	$245K	Hold	18,000	–	–	0.02%	215
2020 Q3	$237K	Hold	18,000	–	–	0.02%	193
2020 Q2	$229K	Hold	18,000	–	–	0.02%	184
2020 Q1	$225K	Hold	18,000	–	–	0.03%	170
2019 Q4	$232K	Sell	18,000 -1,257	-7%	-$16.2K	0.03%	205
2019 Q3	$250K	Buy	+19,257	New	+$247K	0.03%	227

Other funds holding EIM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Evoke Wealth's EIM Position: Q1 2022 in Review

Evoke Wealth sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2022, closing a stake of 18,000 shares — an estimated $244K sold.

Evoke Wealth first reported a position in EIM in Q3 2019 and held it in 10 quarters. The position peaked at $250K in Q3 2019. 137 funds tracked by Wall St. Rank hold EIM as of Q1 2022.

Evoke Wealth reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 18,000 Eaton Vance Municipal Bond Fund shares in Q1 2022, an estimated $244K.
Evoke Wealth first reported a position in Eaton Vance Municipal Bond Fund in Q3 2019 and held it in 10 quarters.
Evoke Wealth's Eaton Vance Municipal Bond Fund position peaked at $250K in Q3 2019.
137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.