FA
EIM

Fiduciary Alliance’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Fiduciary Alliance’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
Q1 		– Sell
-851
Closed -$8.84K – 353
2022
Q4 		$8.84K Buy
+851
New +$8.41K ﹤0.01% 432

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fiduciary Alliance's EIM Position: Q1 2023 in Review

Fiduciary Alliance sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2023, closing a stake of 851 shares — an estimated $8.84K sold.

Fiduciary Alliance first reported a position in EIM in Q4 2022 and held it in 1 quarter. The position peaked at $8.84K in Q4 2022. 120 funds tracked by Wall St. Rank hold EIM as of Q1 2023.

  • Fiduciary Alliance reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 851 Eaton Vance Municipal Bond Fund shares in Q1 2023, an estimated $8.84K.
  • Fiduciary Alliance first reported a position in Eaton Vance Municipal Bond Fund in Q4 2022 and held it in 1 quarter.
  • Fiduciary Alliance's Eaton Vance Municipal Bond Fund position peaked at $8.84K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.