Mercer Global Advisors
EIM

Mercer Global Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Mercer Global 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
2024
Q4 		– Sell
-16,288
Closed -$173K – 2153
2024
Q3 		$173K Buy
+16,288
New +$172K ﹤0.01% 1833
2023
Q1 		– Sell
-10,766
Closed -$112K – 1964
2022
Q4 		$112K Sell
10,766
-6
-0.1% -$59 ﹤0.01% 1803
2022
Q3 		$104K Sell
10,772
-4,132
-28% -$44.1K ﹤0.01% 1716
2022
Q2 		$159K Sell
14,904
-21,233
-59% -$230K ﹤0.01% 1665
2022
Q1 		$416K Buy
+36,137
New +$442K ﹤0.01% 1322
2020
Q4 		– Sell
-22,995
Closed -$303K – 1360
2020
Q3 		$303K Buy
+22,995
New +$301K ﹤0.01% 961

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

Mercer Global Advisors's EIM Position: Q4 2024 in Review

Mercer Global Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2024, closing a stake of 16,288 shares — an estimated $173K sold.

Mercer Global Advisors first reported a position in EIM in Q3 2020 and held it in 6 quarters. The position peaked at $416K in Q1 2022. 117 funds tracked by Wall St. Rank hold EIM as of Q4 2024.

  • Mercer Global Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 16,288 Eaton Vance Municipal Bond Fund shares in Q4 2024, an estimated $173K.
  • Mercer Global Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q3 2020 and held it in 6 quarters.
  • Mercer Global Advisors's Eaton Vance Municipal Bond Fund position peaked at $416K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.