LIG
EIM

Lokken Investment Group’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Lokken Investment Group’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
2024
Q4 		– Sell
-10,307
Closed -$111K – 148
2024
Q3 		$111K Hold
10,307
– – 0.05% 156
2024
Q2 		$109K Hold
10,307
– – 0.05% 148
2024
Q1 		$107K Hold
10,307
– – 0.05% 140
2023
Q4 		$104K Hold
10,307
– – 0.06% 135
2023
Q3 		$92.4K Hold
10,307
– – 0.06% 132
2023
Q2 		$103K Hold
10,307
– – 0.07% 128
2023
Q1 		$107K Hold
10,307
– – 0.08% 124
2022
Q4 		$107K Hold
10,307
– – 0.08% 117
2022
Q3 		$100K Hold
10,307
– – 0.09% 111
2022
Q2 		$110K Hold
10,307
– – 0.09% 114
2022
Q1 		$111K Hold
10,307
– – 0.09% 124
2021
Q4 		$140K Buy
+10,307
New +$138K 0.1% 134

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lokken Investment Group's EIM Position: Q4 2024 in Review

Lokken Investment Group sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2024, closing a stake of 10,307 shares — an estimated $111K sold.

Lokken Investment Group first reported a position in EIM in Q4 2021 and held it in 12 quarters. The position peaked at $140K in Q4 2021. 117 funds tracked by Wall St. Rank hold EIM as of Q4 2024.

  • Lokken Investment Group reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 10,307 Eaton Vance Municipal Bond Fund shares in Q4 2024, an estimated $111K.
  • Lokken Investment Group first reported a position in Eaton Vance Municipal Bond Fund in Q4 2021 and held it in 12 quarters.
  • Lokken Investment Group's Eaton Vance Municipal Bond Fund position peaked at $140K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.