Liberty Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Liberty 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
2021 Q4	–	Sell	-58	Closed	-$1K	–	431
2021 Q3	$1K	Hold	58	–	–	﹤0.01%	1104
2021 Q2	$1K	Buy	58 +2	+4%	+$27	﹤0.01%	982
2021 Q1	$0	Hold	56	–	–	﹤0.01%	959
2020 Q4	$0	Hold	56	–	–	﹤0.01%	976
2020 Q3	$1K	Buy	56 +1	+2%	+$13	﹤0.01%	797
2020 Q2	$1K	Buy	55 +1	+2%	+$12	﹤0.01%	776
2020 Q1	$1K	Buy	54 +1	+2%	+$13	﹤0.01%	788
2019 Q4	$1K	Hold	53	–	–	﹤0.01%	818
2019 Q3	$1K	Buy	53 +1	+2%	+$13	﹤0.01%	784
2019 Q2	$1K	Hold	52	–	–	﹤0.01%	812
2019 Q1	$0	Buy	+52	New	+$612	﹤0.01%	758

Other funds holding EIM

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RVPG

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Liberty Wealth Management's EIM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2021, closing a stake of 58 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in EIM in Q1 2019 and held it in 11 quarters. The position peaked at $1K in Q3 2021. 143 funds tracked by Wall St. Rank hold EIM as of Q4 2021.

Liberty Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 58 Eaton Vance Municipal Bond Fund shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2019 and held it in 11 quarters.
Liberty Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $1K in Q3 2021.
143 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.