PMFA
EIM

Plante Moran Financial Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Plante Moran Financial 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
2021
Q4 		– Sell
-1,500
Closed -$20.1K – 1020
2021
Q3 		$20K Hold
1,500
– – ﹤0.01% 565
2021
Q2 		$21K Hold
1,500
– – 0.01% 547
2021
Q1 		$20K Buy
+1,500
New +$19.9K 0.01% 536

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RCM
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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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Plante Moran Financial Advisors's EIM Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2021, closing a stake of 1,500 shares — an estimated $20.1K sold.

Plante Moran Financial Advisors first reported a position in EIM in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q2 2021. 143 funds tracked by Wall St. Rank hold EIM as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,500 Eaton Vance Municipal Bond Fund shares in Q4 2021, an estimated $20.1K.
  • Plante Moran Financial Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q1 2021 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Eaton Vance Municipal Bond Fund position peaked at $21K in Q2 2021.
  • 143 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.