MWM
EIM

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

Merriman 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
2014
Q1 		– Sell
-21,897
Closed -$247K – 51
2013
Q4 		$247K Buy
+21,897
New +$245K 0.1% 73

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Merriman Wealth Management's EIM Position: Q1 2014 in Review

Merriman Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2014, closing a stake of 21,897 shares — an estimated $247K sold.

Merriman Wealth Management first reported a position in EIM in Q4 2013 and held it in 1 quarter. The position peaked at $247K in Q4 2013. 61 funds tracked by Wall St. Rank hold EIM as of Q1 2014.

  • Merriman Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 21,897 Eaton Vance Municipal Bond Fund shares in Q1 2014, an estimated $247K.
  • Merriman Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $247K in Q4 2013.
  • 61 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.