JWCA
EIM

J.W. Cole Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

J.W. Cole 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
2022
Q3 		– Sell
-11,092
Closed -$119K – 731
2022
Q2 		$119K Sell
11,092
-123
-1% -$1.33K 0.01% 701
2022
Q1 		$129K Buy
+11,215
New +$137K 0.01% 773

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KIM
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

J.W. Cole Advisors's EIM Position: Q3 2022 in Review

J.W. Cole Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2022, closing a stake of 11,092 shares — an estimated $119K sold.

J.W. Cole Advisors first reported a position in EIM in Q1 2022 and held it in 2 quarters. The position peaked at $129K in Q1 2022. 139 funds tracked by Wall St. Rank hold EIM as of Q3 2022.

  • J.W. Cole Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 11,092 Eaton Vance Municipal Bond Fund shares in Q3 2022, an estimated $119K.
  • J.W. Cole Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q1 2022 and held it in 2 quarters.
  • J.W. Cole Advisors's Eaton Vance Municipal Bond Fund position peaked at $129K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2022.

Based on J.W. Cole Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.