FourThought Financial’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

FourThought Financial’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
2022 Q3	$46K	Hold	4,760	–	–	0.01%	635
2022 Q2	$51K	Hold	4,760	–	–	0.01%	598
2022 Q1	$55K	Hold	4,760	–	–	0.01%	628
2021 Q4	$65K	Hold	4,760	–	–	0.01%	595
2021 Q3	$63K	Hold	4,760	–	–	0.01%	622
2021 Q2	$65K	Hold	4,760	–	–	0.01%	623
2021 Q1	$63K	Hold	4,760	–	–	0.01%	624
2020 Q4	$64K	Buy	+4,760	New	+$62.7K	0.01%	601

Other funds holding EIM

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

FourThought Financial's EIM Position: Q3 2022 in Review

FourThought Financial held its Eaton Vance Municipal Bond Fund (EIM) position steady in Q3 2022 at 4,760 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #635.

FourThought Financial first reported a position in EIM in Q4 2020 and has held it in 8 quarters since. The position peaked at $65K in Q4 2021. 139 funds tracked by Wall St. Rank hold EIM as of Q3 2022.

FourThought Financial held 4,760 shares of Eaton Vance Municipal Bond Fund worth $46K as of Q3 2022.
FourThought Financial left its Eaton Vance Municipal Bond Fund share count unchanged in Q3 2022.
Eaton Vance Municipal Bond Fund made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #635 holding.
FourThought Financial first reported a position in Eaton Vance Municipal Bond Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Eaton Vance Municipal Bond Fund position peaked at $65K in Q4 2021.
139 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.