HA
EIM

HFG Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

HFG Advisors’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
Q3 		– Sell
-14,328
Closed -$152K – 97
2024
Q2 		$152K Hold
14,328
– – 0.14% 91
2024
Q1 		$148K Hold
14,328
– – 0.13% 106
2023
Q4 		$145K Hold
14,328
– – 0.14% 101
2023
Q3 		$128K Hold
14,328
– – 0.14% 92
2023
Q2 		$143K Hold
14,328
– – 0.15% 91
2023
Q1 		$149K Hold
14,328
– – 0.17% 86
2022
Q4 		$149K Hold
14,328
– – 0.18% 91
2022
Q3 		$139K Hold
14,328
– – 0.19% 79
2022
Q2 		$153K Hold
14,328
– – 0.21% 80
2022
Q1 		$165K Hold
14,328
– – 0.19% 85
2021
Q4 		$195K Buy
+14,328
New +$192K 0.22% 82

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HFG Advisors's EIM Position: Q3 2024 in Review

HFG Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2024, closing a stake of 14,328 shares — an estimated $152K sold.

HFG Advisors first reported a position in EIM in Q4 2021 and held it in 11 quarters. The position peaked at $195K in Q4 2021. 114 funds tracked by Wall St. Rank hold EIM as of Q3 2024.

  • HFG Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2024 after selling out during the quarter.
  • HFG Advisors sold 14,328 Eaton Vance Municipal Bond Fund shares in Q3 2024, an estimated $152K.
  • HFG Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q4 2021 and held it in 11 quarters.
  • HFG Advisors's Eaton Vance Municipal Bond Fund position peaked at $195K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2024.

Based on HFG Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.