SMA
EIM

Simply Money Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Simply Money 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
Q3 		– Sell
-3,141
Closed -$38K – 188
2013
Q2 		$38K Buy
+3,141
New +$41.5K 0.01% 80

Other funds holding EIM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simply Money Advisors's EIM Position: Q3 2013 in Review

Simply Money Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2013, closing a stake of 3,141 shares — an estimated $38K sold.

Simply Money Advisors first reported a position in EIM in Q2 2013 and held it in 1 quarter. The position peaked at $38K in Q2 2013. 52 funds tracked by Wall St. Rank hold EIM as of Q3 2013.

  • Simply Money Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 3,141 Eaton Vance Municipal Bond Fund shares in Q3 2013, an estimated $38K.
  • Simply Money Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Eaton Vance Municipal Bond Fund position peaked at $38K in Q2 2013.
  • 52 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.