First Trust Advisors
EIM

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

First Trust 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
2024
Q2 		– Sell
-13,567
Closed -$140K – 2349
2024
Q1 		$140K Buy
13,567
+2,482
+22% +$25.4K ﹤0.01% 2304
2023
Q4 		$112K Sell
11,085
-4,278
-28% -$40.2K ﹤0.01% 2327
2023
Q3 		$138K Sell
15,363
-2,394
-13% -$23.2K ﹤0.01% 2317
2023
Q2 		$177K Sell
17,757
-2,412
-12% -$24.3K ﹤0.01% 2305
2023
Q1 		$210K Sell
20,169
-985
-5% -$10.1K ﹤0.01% 2300
2022
Q4 		$220K Sell
21,154
-4,867
-19% -$48.1K ﹤0.01% 2361
2022
Q3 		$252K Sell
26,021
-8,793
-25% -$93.8K ﹤0.01% 2362
2022
Q2 		$373K Sell
34,814
-8,090
-19% -$87.6K ﹤0.01% 2263
2022
Q1 		$493K Sell
42,904
-7,180
-14% -$87.9K ﹤0.01% 2258
2021
Q4 		$680K Buy
50,084
+1,805
+4% +$24.2K ﹤0.01% 2197
2021
Q3 		$646K Buy
48,279
+7,347
+18% +$101K ﹤0.01% 2195
2021
Q2 		$560K Buy
40,932
+8,714
+27% +$118K ﹤0.01% 2247
2021
Q1 		$428K Buy
32,218
+3,499
+12% +$46.5K ﹤0.01% 2255
2020
Q4 		$391K Buy
28,719
+1,681
+6% +$22.1K ﹤0.01% 2172
2020
Q3 		$356K Buy
27,038
+1,478
+6% +$19.4K ﹤0.01% 2120
2020
Q2 		$325K Sell
25,560
-226
-0.9% -$2.81K ﹤0.01% 2126
2020
Q1 		$322K Buy
+25,786
New +$330K ﹤0.01% 2065

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

First Trust Advisors's EIM Position: Q2 2024 in Review

First Trust Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2024, closing a stake of 13,567 shares — an estimated $140K sold.

First Trust Advisors first reported a position in EIM in Q1 2020 and held it in 17 quarters. The position peaked at $680K in Q4 2021. 112 funds tracked by Wall St. Rank hold EIM as of Q2 2024.

  • First Trust Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • First Trust Advisors sold 13,567 Eaton Vance Municipal Bond Fund shares in Q2 2024, an estimated $140K.
  • First Trust Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q1 2020 and held it in 17 quarters.
  • First Trust Advisors's Eaton Vance Municipal Bond Fund position peaked at $680K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2024.

Based on First Trust Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.