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

Moneta Group Investment 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
2022 Q1	–	Sell	-10,751	Closed	-$146K	–	459
2021 Q4	$146K	Sell	10,751 -11	-0.1%	-$148	0.01%	462
2021 Q3	$144K	Buy	10,762 +16	+0.1%	+$221	0.01%	442
2021 Q2	$147K	Sell	10,746 -6	-0.1%	-$81	0.01%	441
2021 Q1	$143K	Buy	10,752 +17	+0.2%	+$226	0.01%	412
2020 Q4	$146K	Buy	+10,735	New	+$141K	0.01%	310

Other funds holding EIM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

PPA

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

RVPG

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Moneta Group Investment Advisors's EIM Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2022, closing a stake of 10,751 shares — an estimated $146K sold.

Moneta Group Investment Advisors first reported a position in EIM in Q4 2020 and held it in 5 quarters. The position peaked at $147K in Q2 2021. 137 funds tracked by Wall St. Rank hold EIM as of Q1 2022.

Moneta Group Investment Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,751 Eaton Vance Municipal Bond Fund shares in Q1 2022, an estimated $146K.
Moneta Group Investment Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q4 2020 and held it in 5 quarters.
Moneta Group Investment Advisors's Eaton Vance Municipal Bond Fund position peaked at $147K in Q2 2021.
137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.