GWMR
EIM

GC Wealth Management RIA’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

GC Wealth Management RIA’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
Q1 		– Sell
-41,076
Closed -$416K – 275
2023
Q4 		$416K Buy
+41,076
New +$386K 0.19% 126

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
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

GC Wealth Management RIA's EIM Position: Q1 2024 in Review

GC Wealth Management RIA sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2024, closing a stake of 41,076 shares — an estimated $416K sold.

GC Wealth Management RIA first reported a position in EIM in Q4 2023 and held it in 1 quarter. The position peaked at $416K in Q4 2023. 123 funds tracked by Wall St. Rank hold EIM as of Q1 2024.

  • GC Wealth Management RIA reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2024 after selling out during the quarter.
  • GC Wealth Management RIA sold 41,076 Eaton Vance Municipal Bond Fund shares in Q1 2024, an estimated $416K.
  • GC Wealth Management RIA first reported a position in Eaton Vance Municipal Bond Fund in Q4 2023 and held it in 1 quarter.
  • GC Wealth Management RIA's Eaton Vance Municipal Bond Fund position peaked at $416K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2024.

Based on GC Wealth Management RIA's 13F filing for Q1 2024, filed 10 May 2024.