SEI Investments
EIM

SEI Investments’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-10,175
Closed -$120K – 2713
2018
Q2 		$120K Sell
10,175
-307
-3% -$3.62K ﹤0.01% 2219
2018
Q1 		$124K Buy
10,482
+6,721
+179% +$80.9K ﹤0.01% 2059
2017
Q4 		$47K Buy
3,761
+2,121
+129% +$26.7K ﹤0.01% 2377
2017
Q3 		$21K Buy
+1,640
New +$21.1K ﹤0.01% 2485
2017
Q2 		– Sell
-233
Closed -$3K – 3120
2017
Q1 		$3K Buy
+233
New +$2.91K ﹤0.01% 2650

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

SEI Investments's EIM Position: Q3 2018 in Review

SEI Investments sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2018, closing a stake of 10,175 shares — an estimated $120K sold.

SEI Investments first reported a position in EIM in Q1 2017 and held it in 5 quarters. The position peaked at $124K in Q1 2018. 86 funds tracked by Wall St. Rank hold EIM as of Q3 2018.

  • SEI Investments reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 10,175 Eaton Vance Municipal Bond Fund shares in Q3 2018, an estimated $120K.
  • SEI Investments first reported a position in Eaton Vance Municipal Bond Fund in Q1 2017 and held it in 5 quarters.
  • SEI Investments's Eaton Vance Municipal Bond Fund position peaked at $124K in Q1 2018.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.