Lenox Wealth Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Lenox 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
2022 Q1	$1.71M	Buy	+152,327	New	+$1.86M	0.21%	31

Other funds holding EIM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Lenox Wealth Advisors's EIM Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in Eaton Vance Municipal Bond Fund (EIM) in Q1 2022: 152,327 shares worth $1.71M. The stake represents 0.21% of the portfolio and ranks #31 among its holdings.

137 funds tracked by Wall St. Rank hold EIM as of Q1 2022.

Lenox Wealth Advisors held 152,327 shares of Eaton Vance Municipal Bond Fund worth $1.71M as of Q1 2022.
Eaton Vance Municipal Bond Fund was a new Lenox Wealth Advisors position in Q1 2022.
Eaton Vance Municipal Bond Fund made up 0.21% of Lenox Wealth Advisors's portfolio in Q1 2022, its #31 holding.
137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.