FP
EIM

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

Fiduciary Planning’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
Q1 		– Sell
-1,781
Closed -$24K – 269
2020
Q4 		$24K Sell
1,781
-730
-29% -$9.62K 0.03% 102
2020
Q3 		$33K Buy
+2,511
New +$32.9K 0.05% 78

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fiduciary Planning's EIM Position: Q1 2021 in Review

Fiduciary Planning sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2021, closing a stake of 1,781 shares — an estimated $24K sold.

Fiduciary Planning first reported a position in EIM in Q3 2020 and held it in 2 quarters. The position peaked at $33K in Q3 2020. 125 funds tracked by Wall St. Rank hold EIM as of Q1 2021.

  • Fiduciary Planning reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Fiduciary Planning sold 1,781 Eaton Vance Municipal Bond Fund shares in Q1 2021, an estimated $24K.
  • Fiduciary Planning first reported a position in Eaton Vance Municipal Bond Fund in Q3 2020 and held it in 2 quarters.
  • Fiduciary Planning's Eaton Vance Municipal Bond Fund position peaked at $33K in Q3 2020.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2021.

Based on Fiduciary Planning's 13F filing for Q1 2021, filed 20 May 2021.