GWMIA
EIM

Global Wealth Management Investment Advisory’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-608
Closed -$8K – 490
2020
Q2 		$8K Hold
608
– – ﹤0.01% 372
2020
Q1 		$8K Hold
608
– – ﹤0.01% 358
2019
Q4 		$8K Buy
+608
New +$7.82K ﹤0.01% 374

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Global Wealth Management Investment Advisory's EIM Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2020, closing a stake of 608 shares — an estimated $8K sold.

Global Wealth Management Investment Advisory first reported a position in EIM in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 112 funds tracked by Wall St. Rank hold EIM as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 608 Eaton Vance Municipal Bond Fund shares in Q3 2020, an estimated $8K.
  • Global Wealth Management Investment Advisory first reported a position in Eaton Vance Municipal Bond Fund in Q4 2019 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Eaton Vance Municipal Bond Fund position peaked at $8K in Q2 2020.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.