GJWM
EIM

Gilliland Jeter Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Gilliland Jeter Wealth 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
Q4 		– Sell
-2,392
Closed -$25.7K – 300
2024
Q3 		$25.7K Hold
2,392
– – 0.01% 362
2024
Q2 		$25.3K Hold
2,392
– – 0.01% 362
2024
Q1 		$24.8K Buy
+2,392
New +$24.5K 0.01% 352

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Gilliland Jeter Wealth Management's EIM Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2024, closing a stake of 2,392 shares — an estimated $25.7K sold.

Gilliland Jeter Wealth Management first reported a position in EIM in Q1 2024 and held it in 3 quarters. The position peaked at $25.7K in Q3 2024. 117 funds tracked by Wall St. Rank hold EIM as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 2,392 Eaton Vance Municipal Bond Fund shares in Q4 2024, an estimated $25.7K.
  • Gilliland Jeter Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $25.7K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.