HFS
EIM

HL Financial Services’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

HL Financial Services’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
2013
Q4 		– Sell
-12,585
Closed -$145K – 631
2013
Q3 		$145K Sell
12,585
-12,980
-51% -$145K 0.01% 566
2013
Q2 		$306K Buy
+25,565
New +$338K 0.01% 426

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.4B AUM 36.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HL Financial Services's EIM Position: Q4 2013 in Review

HL Financial Services sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2013, closing a stake of 12,585 shares — an estimated $145K sold.

HL Financial Services first reported a position in EIM in Q2 2013 and held it in 2 quarters. The position peaked at $306K in Q2 2013. 65 funds tracked by Wall St. Rank hold EIM as of Q4 2013.

  • HL Financial Services reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2013 after selling out during the quarter.
  • HL Financial Services sold 12,585 Eaton Vance Municipal Bond Fund shares in Q4 2013, an estimated $145K.
  • HL Financial Services first reported a position in Eaton Vance Municipal Bond Fund in Q2 2013 and held it in 2 quarters.
  • HL Financial Services's Eaton Vance Municipal Bond Fund position peaked at $306K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2013.

Based on HL Financial Services's 13F filing for Q4 2013, filed 24 Jan 2014.