LWP
EIM

Laurel Wealth Planning’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Laurel Wealth Planning’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
Q2 		– Sell
-10,263
Closed -$118K – 252
2022
Q1 		$118K Buy
+10,263
New +$126K 0.08% 85

Other funds holding EIM

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Laurel Wealth Planning's EIM Position: Q2 2022 in Review

Laurel Wealth Planning sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2022, closing a stake of 10,263 shares — an estimated $118K sold.

Laurel Wealth Planning first reported a position in EIM in Q1 2022 and held it in 1 quarter. The position peaked at $118K in Q1 2022. 134 funds tracked by Wall St. Rank hold EIM as of Q2 2022.

  • Laurel Wealth Planning reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 10,263 Eaton Vance Municipal Bond Fund shares in Q2 2022, an estimated $118K.
  • Laurel Wealth Planning first reported a position in Eaton Vance Municipal Bond Fund in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's Eaton Vance Municipal Bond Fund position peaked at $118K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.