RIA
EIM

Regal Investment Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Regal Investment 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
2013
Q4 		– Sell
-9,358
Closed -$108K – 855
2013
Q3 		$108K Buy
9,358
+890
+11% +$9.96K 0.06% 228
2013
Q2 		$101K Buy
+8,468
New +$112K 0.06% 230

Other funds holding EIM

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

Regal Investment Advisors's EIM Position: Q4 2013 in Review

Regal Investment Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2013, closing a stake of 9,358 shares — an estimated $108K sold.

Regal Investment Advisors first reported a position in EIM in Q2 2013 and held it in 2 quarters. The position peaked at $108K in Q3 2013. 65 funds tracked by Wall St. Rank hold EIM as of Q4 2013.

  • Regal Investment Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 9,358 Eaton Vance Municipal Bond Fund shares in Q4 2013, an estimated $108K.
  • Regal Investment Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Eaton Vance Municipal Bond Fund position peaked at $108K in Q3 2013.
  • 65 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.