PP
EIM

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

Paloma 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
2013
Q4 		– Sell
-12,600
Closed -$146K – 1043
2013
Q3 		$146K Sell
12,600
-1,700
-12% -$19K 0.01% 780
2013
Q2 		$171K Buy
+14,300
New +$189K 0.01% 973

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Paloma Partners's EIM Position: Q4 2013 in Review

Paloma Partners sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2013, closing a stake of 12,600 shares — an estimated $146K sold.

Paloma Partners first reported a position in EIM in Q2 2013 and held it in 2 quarters. The position peaked at $171K in Q2 2013. 65 funds tracked by Wall St. Rank hold EIM as of Q4 2013.

  • Paloma Partners reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2013 after selling out during the quarter.
  • Paloma Partners sold 12,600 Eaton Vance Municipal Bond Fund shares in Q4 2013, an estimated $146K.
  • Paloma Partners first reported a position in Eaton Vance Municipal Bond Fund in Q2 2013 and held it in 2 quarters.
  • Paloma Partners's Eaton Vance Municipal Bond Fund position peaked at $171K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2013.

Based on Paloma Partners's 13F filing for Q4 2013, filed 14 Feb 2014.