SWM
EIM

Spire Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-5,200
Closed -$56K – 2286
2022
Q2 		$56K Hold
5,200
– – ﹤0.01% 1249
2022
Q1 		$60K Sell
5,200
-6,566
-56% -$80.3K ﹤0.01% 1377
2021
Q4 		$160K Hold
11,766
– – ﹤0.01% 1193
2021
Q3 		$157K Buy
11,766
+1,000
+9% +$13.8K ﹤0.01% 1009
2021
Q2 		$147K Hold
10,766
– – ﹤0.01% 1052
2021
Q1 		$143K Buy
+10,766
New +$143K ﹤0.01% 1218

Other funds holding EIM

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Spire Wealth Management's EIM Position: Q3 2022 in Review

Spire Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2022, closing a stake of 5,200 shares — an estimated $56K sold.

Spire Wealth Management first reported a position in EIM in Q1 2021 and held it in 6 quarters. The position peaked at $160K in Q4 2021. 139 funds tracked by Wall St. Rank hold EIM as of Q3 2022.

  • Spire Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 5,200 Eaton Vance Municipal Bond Fund shares in Q3 2022, an estimated $56K.
  • Spire Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $160K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.