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Stonebrook Private’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Stonebrook Private’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
2024
Q2 		– Sell
-12,217
Closed -$126K – 190
2024
Q1 		$126K Hold
12,217
– – 0.04% 213
2023
Q4 		$124K Buy
+12,217
New +$115K 0.04% 208

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GC
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stonebrook Private's EIM Position: Q2 2024 in Review

Stonebrook Private sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2024, closing a stake of 12,217 shares — an estimated $126K sold.

Stonebrook Private first reported a position in EIM in Q4 2023 and held it in 2 quarters. The position peaked at $126K in Q1 2024. 112 funds tracked by Wall St. Rank hold EIM as of Q2 2024.

  • Stonebrook Private reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Stonebrook Private sold 12,217 Eaton Vance Municipal Bond Fund shares in Q2 2024, an estimated $126K.
  • Stonebrook Private first reported a position in Eaton Vance Municipal Bond Fund in Q4 2023 and held it in 2 quarters.
  • Stonebrook Private's Eaton Vance Municipal Bond Fund position peaked at $126K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2024.

Based on Stonebrook Private's 13F filing for Q2 2024, filed 6 Aug 2024.