IWC
EIM

Integrated Wealth Concepts’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-12,139
Closed -$126K – 1663
2024
Q1 		$126K Hold
12,139
– – ﹤0.01% 1568
2023
Q4 		$123K Buy
+12,139
New +$114K ﹤0.01% 1511
2019
Q1 		– Sell
-23,046
Closed -$260K – 333
2018
Q4 		$260K Hold
23,046
– – 0.07% 213
2018
Q3 		$263K Hold
23,046
– – 0.08% 203
2018
Q2 		$272K Hold
23,046
– – 0.09% 170
2018
Q1 		$272K Hold
23,046
– – 0.11% 156
2017
Q4 		$288K Buy
+23,046
New +$290K 0.12% 141

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Integrated Wealth Concepts's EIM Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2024, closing a stake of 12,139 shares — an estimated $126K sold.

Integrated Wealth Concepts first reported a position in EIM in Q4 2017 and held it in 7 quarters. The position peaked at $288K in Q4 2017. 112 funds tracked by Wall St. Rank hold EIM as of Q2 2024.

  • Integrated Wealth Concepts reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 12,139 Eaton Vance Municipal Bond Fund shares in Q2 2024, an estimated $126K.
  • Integrated Wealth Concepts first reported a position in Eaton Vance Municipal Bond Fund in Q4 2017 and held it in 7 quarters.
  • Integrated Wealth Concepts's Eaton Vance Municipal Bond Fund position peaked at $288K in Q4 2017.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.