SWA
EIM

Sutton Wealth Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Sutton Wealth 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
2021
Q2 		– Sell
-1,600
Closed -$21.3K – 1287
2021
Q1 		$21.3K Hold
1,600
– – 0.01% 660
2020
Q4 		$21.8K Hold
1,600
– – 0.01% 582
2020
Q3 		$21.1K Hold
1,600
– – 0.01% 534
2020
Q2 		$20.4K Hold
1,600
– – 0.01% 525
2020
Q1 		$20K Buy
+1,600
New +$20.5K 0.01% 478

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sutton Wealth Advisors's EIM Position: Q2 2021 in Review

Sutton Wealth Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2021, closing a stake of 1,600 shares — an estimated $21.3K sold.

Sutton Wealth Advisors first reported a position in EIM in Q1 2020 and held it in 5 quarters. The position peaked at $21.8K in Q4 2020. 121 funds tracked by Wall St. Rank hold EIM as of Q2 2021.

  • Sutton Wealth Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,600 Eaton Vance Municipal Bond Fund shares in Q2 2021, an estimated $21.3K.
  • Sutton Wealth Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q1 2020 and held it in 5 quarters.
  • Sutton Wealth Advisors's Eaton Vance Municipal Bond Fund position peaked at $21.8K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2021.

Based on Sutton Wealth Advisors's 13F filing for Q2 2021, filed 7 Nov 2023.