Mosaic Family Wealth’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-1,355	Closed	-$17K	–	291
2019 Q1	$17K	Hold	1,355	–	–	0.01%	448
2018 Q4	$15K	Hold	1,355	–	–	0.01%	446
2018 Q3	$15K	Sell	1,355 -1,000	-42%	-$11.7K	0.01%	462
2018 Q2	$28K	Hold	2,355	–	–	0.01%	402
2018 Q1	$28K	Hold	2,355	–	–	0.01%	382
2017 Q4	$29K	Hold	2,355	–	–	0.01%	398
2017 Q3	$30K	Hold	2,355	–	–	0.01%	412
2017 Q2	$30K	Hold	2,355	–	–	0.01%	390
2017 Q1	$30K	Hold	2,355	–	–	0.01%	390
2016 Q4	$29K	Hold	2,355	–	–	0.01%	389
2016 Q3	$32K	Hold	2,355	–	–	0.01%	382
2016 Q2	$34K	Hold	2,355	–	–	0.02%	375
2016 Q1	$31K	Hold	2,355	–	–	0.01%	379
2015 Q4	$30K	Buy	+2,355	New	+$30K	0.01%	391

Other funds holding EIM

KIM

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RVPG

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Mosaic Family Wealth's EIM Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2019, closing a stake of 1,355 shares — an estimated $17K sold.

Mosaic Family Wealth first reported a position in EIM in Q4 2015 and held it in 14 quarters. The position peaked at $34K in Q2 2016. 111 funds tracked by Wall St. Rank hold EIM as of Q2 2019.

Mosaic Family Wealth reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,355 Eaton Vance Municipal Bond Fund shares in Q2 2019, an estimated $17K.
Mosaic Family Wealth first reported a position in Eaton Vance Municipal Bond Fund in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Eaton Vance Municipal Bond Fund position peaked at $34K in Q2 2016.
111 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.