Private Wealth Partners
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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% -$100K 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

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Morgan Stanley
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Rivernorth Capital Management
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Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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.