SFG
EIM

StrategIQ Financial Group’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

StrategIQ Financial Group’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
2023
Q4 		$125K Buy
+12,326
New +$116K 0.01% 317
2023
Q3 		– Sell
-10,793
Closed -$107K – 305
2023
Q2 		$107K Buy
+10,793
New +$109K 0.01% 303

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

StrategIQ Financial Group's EIM Position: Q4 2023 in Review

StrategIQ Financial Group opened a new position in Eaton Vance Municipal Bond Fund (EIM) in Q4 2023: 12,326 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: StrategIQ Financial Group previously reported a position in EIM as recently as Q2 2023.

StrategIQ Financial Group first reported a position in EIM in Q2 2023 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold EIM as of Q4 2023.

  • StrategIQ Financial Group held 12,326 shares of Eaton Vance Municipal Bond Fund worth $125K as of Q4 2023.
  • Eaton Vance Municipal Bond Fund was a new StrategIQ Financial Group position in Q4 2023.
  • Eaton Vance Municipal Bond Fund made up 0.01% of StrategIQ Financial Group's portfolio in Q4 2023, its #317 holding.
  • StrategIQ Financial Group first reported a position in Eaton Vance Municipal Bond Fund in Q2 2023 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.