Leo Brokerage
EIM icon

Leo Brokerage’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Leo Brokerage’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
-146,144
Closed -$1.68M – 200
2022
Q1 		$1.68M Buy
+146,144
New +$1.79M 0.27% 63
2021
Q3 		$2.14M Buy
160,100
+1,437
+0.9% +$19.8K 0.4% 42
2021
Q2 		$2.17M Buy
158,663
+74,412
+88% +$1.01M 0.44% 43
2021
Q1 		$1.12M Buy
+84,251
New +$1.12M 0.32% 52

Other funds holding EIM

Bramshill Investments
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Relative Value Partners Group
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Leo Brokerage's EIM Position: Q2 2022 in Review

Leo Brokerage sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2022, closing a stake of 146,144 shares — an estimated $1.68M sold.

Leo Brokerage first reported a position in EIM in Q1 2021 and held it in 4 quarters. The position peaked at $2.17M in Q2 2021. 134 funds tracked by Wall St. Rank hold EIM as of Q2 2022.

  • Leo Brokerage reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Leo Brokerage sold 146,144 Eaton Vance Municipal Bond Fund shares in Q2 2022, an estimated $1.68M.
  • Leo Brokerage first reported a position in Eaton Vance Municipal Bond Fund in Q1 2021 and held it in 4 quarters.
  • Leo Brokerage's Eaton Vance Municipal Bond Fund position peaked at $2.17M in Q2 2021.
  • 134 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.