HPC
EIM

HM Payson & Co’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

HM Payson & Co’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
2021
Q1 		– Sell
-5,250
Closed -$71K – 1136
2020
Q4 		$71K Hold
5,250
– – ﹤0.01% 537
2020
Q3 		$69K Hold
5,250
– – ﹤0.01% 501
2020
Q2 		$67K Hold
5,250
– – ﹤0.01% 483
2020
Q1 		$66K Hold
5,250
– – ﹤0.01% 459
2019
Q4 		$68K Sell
5,250
-1,020
-16% -$13.1K ﹤0.01% 531
2019
Q3 		$81K Buy
+6,270
New +$80.3K ﹤0.01% 508
2019
Q2 		– Hold
0
– – – 592

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HM Payson & Co's EIM Position: Q1 2021 in Review

HM Payson & Co sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2021, closing a stake of 5,250 shares — an estimated $71K sold.

HM Payson & Co first reported a position in EIM in Q3 2019 and held it in 6 quarters. The position peaked at $81K in Q3 2019. 125 funds tracked by Wall St. Rank hold EIM as of Q1 2021.

  • HM Payson & Co reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2021 after selling out during the quarter.
  • HM Payson & Co sold 5,250 Eaton Vance Municipal Bond Fund shares in Q1 2021, an estimated $71K.
  • HM Payson & Co first reported a position in Eaton Vance Municipal Bond Fund in Q3 2019 and held it in 6 quarters.
  • HM Payson & Co's Eaton Vance Municipal Bond Fund position peaked at $81K in Q3 2019.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2021.

Based on HM Payson & Co's 13F filing for Q1 2021, filed 15 Jun 2021.