FFA
EIM

First Foundation Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

First Foundation Advisors’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
Q4 		– Sell
-70,887
Closed -$948K – 447
2021
Q3 		$948K Sell
70,887
-71,845
-50% -$991K 0.04% 202
2021
Q2 		$1.95M Sell
142,732
-11,892
-8% -$161K 0.08% 147
2021
Q1 		$2.06M Sell
154,624
-5,726
-4% -$76K 0.09% 130
2020
Q4 		$2.18M Sell
160,350
-9,577
-6% -$126K 0.1% 125
2020
Q3 		$2.24M Sell
169,927
-43,374
-20% -$569K 0.1% 113
2020
Q2 		$2.71M Buy
213,301
+2,144
+1% +$26.7K 0.14% 91
2020
Q1 		$2.63M Buy
211,157
+5,364
+3% +$68.7K 0.16% 88
2019
Q4 		$2.65M Buy
205,793
+29,277
+17% +$376K 0.13% 109
2019
Q3 		$2.29M Buy
176,516
+132,355
+300% +$1.69M 0.12% 111
2019
Q2 		$549K Sell
44,161
-9,841
-18% -$123K 0.03% 215
2019
Q1 		$670K Sell
54,002
-24,567
-31% -$289K 0.04% 189
2018
Q4 		$887K Sell
78,569
-4,793
-6% -$53.3K 0.06% 194
2018
Q3 		$961K Buy
83,362
+13,095
+19% +$154K 0.05% 178
2018
Q2 		$830K Sell
70,267
-11,390
-14% -$134K 0.05% 184
2018
Q1 		$965K Buy
81,657
+738
+0.9% +$8.88K 0.05% 164
2017
Q4 		$1.01M Sell
80,919
-400
-0.5% -$5.04K 0.05% 175
2017
Q3 		$1.03M Buy
81,319
+36,887
+83% +$473K 0.06% 148
2017
Q2 		$564K Buy
44,432
+6,507
+17% +$82.3K 0.03% 192
2017
Q1 		$476K Sell
37,925
-3,283
-8% -$41K 0.03% 213
2016
Q4 		$511K Buy
41,208
+22,758
+123% +$288K 0.03% 199
2016
Q3 		$251K Buy
+18,450
New +$256K 0.02% 254

Other funds holding EIM

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Foundation Advisors's EIM Position: Q4 2021 in Review

First Foundation Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2021, closing a stake of 70,887 shares — an estimated $948K sold.

First Foundation Advisors first reported a position in EIM in Q3 2016 and held it in 21 quarters. The position peaked at $2.71M in Q2 2020. 143 funds tracked by Wall St. Rank hold EIM as of Q4 2021.

  • First Foundation Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2021 after selling out during the quarter.
  • First Foundation Advisors sold 70,887 Eaton Vance Municipal Bond Fund shares in Q4 2021, an estimated $948K.
  • First Foundation Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q3 2016 and held it in 21 quarters.
  • First Foundation Advisors's Eaton Vance Municipal Bond Fund position peaked at $2.71M in Q2 2020.
  • 143 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2021.

Based on First Foundation Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.