PFO
EIM

Pathstone Family Office’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Pathstone Family Office’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
2017
Q2 		– Sell
-1,153
Closed -$14K – 460
2017
Q1 		$14K Buy
+1,153
New +$14.4K 0.01% 255

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1CP
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GC
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Pathstone Family Office's EIM Position: Q2 2017 in Review

Pathstone Family Office sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2017, closing a stake of 1,153 shares — an estimated $14K sold.

Pathstone Family Office first reported a position in EIM in Q1 2017 and held it in 1 quarter. The position peaked at $14K in Q1 2017. 66 funds tracked by Wall St. Rank hold EIM as of Q2 2017.

  • Pathstone Family Office reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2017 after selling out during the quarter.
  • Pathstone Family Office sold 1,153 Eaton Vance Municipal Bond Fund shares in Q2 2017, an estimated $14K.
  • Pathstone Family Office first reported a position in Eaton Vance Municipal Bond Fund in Q1 2017 and held it in 1 quarter.
  • Pathstone Family Office's Eaton Vance Municipal Bond Fund position peaked at $14K in Q1 2017.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.