GSWM
EIM

Golden State Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Golden State 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
2020
Q4 		– Sell
-2,577
Closed -$34K – 283
2020
Q3 		$34K Buy
+2,577
New +$33.8K 0.01% 355
2020
Q2 		– Sell
-2,519
Closed -$31K – 378
2020
Q1 		$31K Buy
+2,519
New +$32.3K 0.01% 433

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Golden State Wealth Management's EIM Position: Q4 2020 in Review

Golden State Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2020, closing a stake of 2,577 shares — an estimated $34K sold.

Golden State Wealth Management first reported a position in EIM in Q1 2020 and held it in 2 quarters. The position peaked at $34K in Q3 2020. 121 funds tracked by Wall St. Rank hold EIM as of Q4 2020.

  • Golden State Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 2,577 Eaton Vance Municipal Bond Fund shares in Q4 2020, an estimated $34K.
  • Golden State Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2020 and held it in 2 quarters.
  • Golden State Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $34K in Q3 2020.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.