LNWWM
EIM

Laird Norton Wetherby Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q4 		– Sell
-11,144
Closed -$108K – 919
2022
Q3 		$108K Hold
11,144
– – 0.01% 846
2022
Q2 		$119K Hold
11,144
– – 0.01% 864
2022
Q1 		$128K Buy
+11,144
New +$136K 0.01% 889
2021
Q1 		– Sell
-12,457
Closed -$169K – 811
2020
Q4 		$169K Sell
12,457
-1,692
-12% -$22.3K 0.01% 842
2020
Q3 		$186K Buy
14,149
+439
+3% +$5.75K 0.02% 654
2020
Q2 		$175K Sell
13,710
-588
-4% -$7.32K 0.02% 658
2020
Q1 		$178K Buy
14,298
+3,400
+31% +$43.5K 0.02% 587
2019
Q4 		$140K Sell
10,898
-2,043
-16% -$26.3K 0.01% 683
2019
Q3 		$168K Buy
12,941
+312
+2% +$3.99K 0.02% 672
2019
Q2 		$157K Buy
+12,629
New +$157K 0.02% 654
2018
Q4 		– Sell
-19,043
Closed -$220K – 655
2018
Q3 		$220K Hold
19,043
– – 0.03% 600
2018
Q2 		$225K Buy
19,043
+745
+4% +$8.79K 0.03% 567
2018
Q1 		$216K Buy
18,298
+3,709
+25% +$44.6K 0.03% 588
2017
Q4 		$183K Buy
14,589
+1,309
+10% +$16.5K 0.03% 606
2017
Q3 		$168K Hold
13,280
– – 0.03% 584
2017
Q2 		$169K Sell
13,280
-4,281
-24% -$54.1K 0.03% 539
2017
Q1 		$220K Buy
+17,561
New +$219K 0.04% 499
2016
Q3 		– Sell
-12,229
Closed -$173K – 525
2016
Q2 		$173K Buy
+12,229
New +$168K 0.04% 470

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EIM Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2022, closing a stake of 11,144 shares — an estimated $108K sold.

Laird Norton Wetherby Wealth Management first reported a position in EIM in Q2 2016 and held it in 18 quarters. The position peaked at $225K in Q2 2018. 137 funds tracked by Wall St. Rank hold EIM as of Q4 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,144 Eaton Vance Municipal Bond Fund shares in Q4 2022, an estimated $108K.
  • Laird Norton Wetherby Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q2 2016 and held it in 18 quarters.
  • Laird Norton Wetherby Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $225K in Q2 2018.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.