SWP
EIM

Stratos Wealth Partners’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-3,267
Closed -$38K – 1261
2018
Q3 		$38K Buy
+3,267
New +$38.4K ﹤0.01% 1578
2018
Q2 		– Sell
-3,267
Closed -$39K – 1401
2018
Q1 		$39K Hold
3,267
– – ﹤0.01% 1699
2017
Q4 		$41K Buy
+3,267
New +$41.2K ﹤0.01% 1607

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PPA
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BI
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1CP
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RVPG
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Stratos Wealth Partners's EIM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2018, closing a stake of 3,267 shares — an estimated $38K sold.

Stratos Wealth Partners first reported a position in EIM in Q4 2017 and held it in 3 quarters. The position peaked at $41K in Q4 2017. 99 funds tracked by Wall St. Rank hold EIM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,267 Eaton Vance Municipal Bond Fund shares in Q4 2018, an estimated $38K.
  • Stratos Wealth Partners first reported a position in Eaton Vance Municipal Bond Fund in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Eaton Vance Municipal Bond Fund position peaked at $41K in Q4 2017.
  • 99 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.