OP
EIM

ORG Partners’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

ORG Partners’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
2024
Q3 		– Sell
-1,632
Closed -$17.3K – 1224
2024
Q2 		$17.3K Hold
1,632
– – ﹤0.01% 1114
2024
Q1 		$16.6K Buy
+1,632
New +$16.7K 0.03% 238

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

ORG Partners's EIM Position: Q3 2024 in Review

ORG Partners sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2024, closing a stake of 1,632 shares — an estimated $17.3K sold.

ORG Partners first reported a position in EIM in Q1 2024 and held it in 2 quarters. The position peaked at $17.3K in Q2 2024. 114 funds tracked by Wall St. Rank hold EIM as of Q3 2024.

  • ORG Partners reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 1,632 Eaton Vance Municipal Bond Fund shares in Q3 2024, an estimated $17.3K.
  • ORG Partners first reported a position in Eaton Vance Municipal Bond Fund in Q1 2024 and held it in 2 quarters.
  • ORG Partners's Eaton Vance Municipal Bond Fund position peaked at $17.3K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.