OIA
EIM

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

Optimum 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
2014
Q2 		– Sell
-1,826
Closed -$22K – 921
2014
Q1 		$22K Hold
1,826
– – 0.01% 499
2013
Q4 		$21K Hold
1,826
– – 0.01% 506
2013
Q3 		$21K Buy
+1,826
New +$20.4K 0.01% 485

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Optimum Investment Advisors's EIM Position: Q2 2014 in Review

Optimum Investment Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2014, closing a stake of 1,826 shares — an estimated $22K sold.

Optimum Investment Advisors first reported a position in EIM in Q3 2013 and held it in 3 quarters. The position peaked at $22K in Q1 2014. 61 funds tracked by Wall St. Rank hold EIM as of Q2 2014.

  • Optimum Investment Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,826 Eaton Vance Municipal Bond Fund shares in Q2 2014, an estimated $22K.
  • Optimum Investment Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q3 2013 and held it in 3 quarters.
  • Optimum Investment Advisors's Eaton Vance Municipal Bond Fund position peaked at $22K in Q1 2014.
  • 61 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2014.

Based on Optimum Investment Advisors's 13F filing for Q2 2014, filed 3 Sep 2014.