FANJ
EIM

Financial Architects (New Jersey)’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Financial Architects (New Jersey)’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
2019
Q4 		– Sell
-1,064
Closed -$14K – 926
2019
Q3 		$14K Hold
1,064
– – ﹤0.01% 661
2019
Q2 		$13K Buy
+1,064
New +$13.3K ﹤0.01% 820
2013
Q3 		– Sell
-1,255
Closed -$15K – 743
2013
Q2 		$15K Buy
+1,255
New +$16.6K 0.01% 410

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Financial Architects (New Jersey)'s EIM Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2019, closing a stake of 1,064 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in EIM in Q2 2013 and held it in 3 quarters. The position peaked at $15K in Q2 2013. 115 funds tracked by Wall St. Rank hold EIM as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,064 Eaton Vance Municipal Bond Fund shares in Q4 2019, an estimated $14K.
  • Financial Architects (New Jersey) first reported a position in Eaton Vance Municipal Bond Fund in Q2 2013 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Eaton Vance Municipal Bond Fund position peaked at $15K in Q2 2013.
  • 115 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.