GM
EIM

GeoWealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

GeoWealth Management’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 – 862
2023
Q4 		$416K Buy
+41,076
New +$386K 0.03% 361

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $617B AUM 30.33% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

GeoWealth Management's EIM Position: Q1 2024 in Review

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

GeoWealth Management 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.

  • GeoWealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2024 after selling out during the quarter.
  • GeoWealth Management sold 41,076 Eaton Vance Municipal Bond Fund shares in Q1 2024, an estimated $416K.
  • GeoWealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2023 and held it in 1 quarter.
  • GeoWealth Management'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 GeoWealth Management's 13F filing for Q1 2024, filed 15 May 2024.