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

Private Wealth 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
2023 Q1	–	Sell	-131,706	Closed	-$1.37M	–	164
2022 Q4	$1.37M	Sell	131,706 -550	-0.4%	-$5.44K	0.16%	62
2022 Q3	$1.28M	Sell	132,256 -36,510	-22%	-$389K	0.16%	57
2022 Q2	$1.81M	Sell	168,766 -58,170	-26%	-$630K	0.21%	55
2022 Q1	$2.61M	Buy	226,936 +98,700	+77%	+$1.21M	0.23%	56
2021 Q4	$1.74M	Sell	128,236 -24,520	-16%	-$329K	0.15%	64
2021 Q3	$2.04M	Sell	152,756 -7,236	-5%	-$99.8K	0.19%	57
2021 Q2	$2.19M	Buy	159,992 +1,700	+1%	+$23K	0.2%	58
2021 Q1	$2.1M	Sell	158,292 -15,549	-9%	-$206K	0.22%	56
2020 Q4	$2.36M	Sell	173,841 -1,442	-0.8%	-$19K	0.26%	55
2020 Q3	$2.31M	Sell	175,283 -3,500	-2%	-$45.9K	0.27%	53
2020 Q2	$2.27M	Sell	178,783 -3,460	-2%	-$43K	0.31%	53
2020 Q1	$2.27M	Buy	182,243 +1,400	+0.8%	+$17.9K	0.38%	47
2019 Q4	$2.33M	Sell	180,843 -3,000	-2%	-$38.6K	0.32%	49
2019 Q3	$2.38M	Sell	183,843 -6,068	-3%	-$77.7K	0.37%	48
2019 Q2	$2.36M	Sell	189,911 -18,149	-9%	-$226K	0.36%	48
2019 Q1	$2.58M	Buy	+208,060	New	+$2.45M	0.42%	47
2014 Q1	–	Sell	-303,500	Closed	-$3.43M	–	161
2013 Q4	$3.43M	Buy	303,500 +11,200	+4%	+$125K	0.76%	43
2013 Q3	$3.38M	Buy	+292,300	New	+$3.27M	0.8%	38

Other funds holding EIM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Private Wealth Partners's EIM Position: Q1 2023 in Review

Private Wealth Partners sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2023, closing a stake of 131,706 shares — an estimated $1.37M sold.

Private Wealth Partners first reported a position in EIM in Q3 2013 and held it in 18 quarters. The position peaked at $3.43M in Q4 2013. 120 funds tracked by Wall St. Rank hold EIM as of Q1 2023.

Private Wealth Partners reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
Private Wealth Partners sold 131,706 Eaton Vance Municipal Bond Fund shares in Q1 2023, an estimated $1.37M.
Private Wealth Partners first reported a position in Eaton Vance Municipal Bond Fund in Q3 2013 and held it in 18 quarters.
Private Wealth Partners's Eaton Vance Municipal Bond Fund position peaked at $3.43M in Q4 2013.
120 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2023.

Based on Private Wealth Partners's 13F filing for Q1 2023, filed 4 May 2023.