USCWA
EIM

U.S. Capital Wealth Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-7,231
Closed -$75.1K – 895
2022
Q4 		$75.1K Buy
+7,231
New +$71.5K ﹤0.01% 784

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

U.S. Capital Wealth Advisors's EIM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2023, closing a stake of 7,231 shares — an estimated $75.1K sold.

U.S. Capital Wealth Advisors first reported a position in EIM in Q4 2022 and held it in 1 quarter. The position peaked at $75.1K in Q4 2022. 120 funds tracked by Wall St. Rank hold EIM as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 7,231 Eaton Vance Municipal Bond Fund shares in Q1 2023, an estimated $75.1K.
  • U.S. Capital Wealth Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Eaton Vance Municipal Bond Fund position peaked at $75.1K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.