JMPWA
EIM

JP Morgan Private Wealth Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

JP Morgan Private Wealth 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
2018
Q2 		– Sell
-18,000
Closed -$213K – 1477
2018
Q1 		$213K Buy
+18,000
New +$217K ﹤0.01% 1169
2016
Q2 		– Sell
-18,000
Closed -$239K – 1274
2016
Q1 		$239K Hold
18,000
– – ﹤0.01% 1024
2015
Q4 		$234K Buy
+18,000
New +$229K ﹤0.01% 967

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EIM Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2018, closing a stake of 18,000 shares — an estimated $213K sold.

JP Morgan Private Wealth Advisors first reported a position in EIM in Q4 2015 and held it in 3 quarters. The position peaked at $239K in Q1 2016. 84 funds tracked by Wall St. Rank hold EIM as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 18,000 Eaton Vance Municipal Bond Fund shares in Q2 2018, an estimated $213K.
  • JP Morgan Private Wealth Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q4 2015 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Eaton Vance Municipal Bond Fund position peaked at $239K in Q1 2016.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.