Ken Fisher
EIM

Ken Fisher’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Ken Fisher’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
2023
Q4 		– Sell
-17,000
Closed -$152K – 1021
2023
Q3 		$152K Buy
+17,000
New +$165K ﹤0.01% 1033

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 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ken Fisher's EIM Position: Q4 2023 in Review

Ken Fisher sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2023, closing a stake of 17,000 shares — an estimated $152K sold.

Ken Fisher first reported a position in EIM in Q3 2023 and held it in 1 quarter. The position peaked at $152K in Q3 2023. 132 funds tracked by Wall St. Rank hold EIM as of Q4 2023.

  • Ken Fisher reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 17,000 Eaton Vance Municipal Bond Fund shares in Q4 2023, an estimated $152K.
  • Ken Fisher first reported a position in Eaton Vance Municipal Bond Fund in Q3 2023 and held it in 1 quarter.
  • Ken Fisher's Eaton Vance Municipal Bond Fund position peaked at $152K in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.