MA
EIM

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

Mutual 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
2023
Q3 		– Sell
-14,010
Closed -$139K – 993
2023
Q2 		$139K Sell
14,010
-400
-3% -$4.03K 0.01% 963
2023
Q1 		$150K Sell
14,410
-2,869
-17% -$29.4K 0.01% 940
2022
Q4 		$180K Sell
17,279
-3,256
-16% -$32.2K 0.01% 880
2022
Q3 		$199K Buy
20,535
+5,500
+37% +$58.7K 0.01% 834
2022
Q2 		$161K Buy
+15,035
New +$163K 0.01% 799

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mutual Advisors's EIM Position: Q3 2023 in Review

Mutual Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2023, closing a stake of 14,010 shares — an estimated $139K sold.

Mutual Advisors first reported a position in EIM in Q2 2022 and held it in 5 quarters. The position peaked at $199K in Q3 2022. 117 funds tracked by Wall St. Rank hold EIM as of Q3 2023.

  • Mutual Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2023 after selling out during the quarter.
  • Mutual Advisors sold 14,010 Eaton Vance Municipal Bond Fund shares in Q3 2023, an estimated $139K.
  • Mutual Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q2 2022 and held it in 5 quarters.
  • Mutual Advisors's Eaton Vance Municipal Bond Fund position peaked at $199K in Q3 2022.
  • 117 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.