TFS
EIM

TrustCore Financial Services’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

TrustCore Financial Services’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
2020
Q2 		– Sell
-2,199
Closed -$27K – 891
2020
Q1 		$27K Hold
2,199
– – 0.01% 436
2019
Q4 		$28K Hold
2,199
– – 0.01% 465
2019
Q3 		$28K Hold
2,199
– – 0.01% 454
2019
Q2 		$27K Hold
2,199
– – 0.01% 454
2019
Q1 		$27K Hold
2,199
– – 0.01% 387
2018
Q4 		$25K Hold
2,199
– – 0.01% 202
2018
Q3 		$25K Hold
2,199
– – 0.01% 410
2018
Q2 		$26K Hold
2,199
– – 0.01% 395
2018
Q1 		$26K Hold
2,199
– – 0.01% 360
2017
Q4 		$28K Buy
+2,199
New +$27.7K 0.01% 345

Other funds holding EIM

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

TrustCore Financial Services's EIM Position: Q2 2020 in Review

TrustCore Financial Services sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2020, closing a stake of 2,199 shares — an estimated $27K sold.

TrustCore Financial Services first reported a position in EIM in Q4 2017 and held it in 10 quarters. The position peaked at $28K in Q4 2019. 111 funds tracked by Wall St. Rank hold EIM as of Q2 2020.

  • TrustCore Financial Services reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 2,199 Eaton Vance Municipal Bond Fund shares in Q2 2020, an estimated $27K.
  • TrustCore Financial Services first reported a position in Eaton Vance Municipal Bond Fund in Q4 2017 and held it in 10 quarters.
  • TrustCore Financial Services's Eaton Vance Municipal Bond Fund position peaked at $28K in Q4 2019.
  • 111 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2020.

Based on TrustCore Financial Services's 13F filing for Q2 2020, filed 29 Jul 2020.