UB
EIM

UMB Bank’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

UMB Bank’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
2022
Q4 		– Sell
-2,327
Closed -$23K – 1746
2022
Q3 		$23K Hold
2,327
– – ﹤0.01% 1059
2022
Q2 		$25K Hold
2,327
– – ﹤0.01% 1089
2022
Q1 		$27K Buy
2,327
+1,610
+225% +$19.7K ﹤0.01% 1145
2021
Q4 		$10K Buy
+717
New +$9.61K ﹤0.01% 1448

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UMB Bank's EIM Position: Q4 2022 in Review

UMB Bank sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2022, closing a stake of 2,327 shares — an estimated $23K sold.

UMB Bank first reported a position in EIM in Q4 2021 and held it in 4 quarters. The position peaked at $27K in Q1 2022. 137 funds tracked by Wall St. Rank hold EIM as of Q4 2022.

  • UMB Bank reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • UMB Bank sold 2,327 Eaton Vance Municipal Bond Fund shares in Q4 2022, an estimated $23K.
  • UMB Bank first reported a position in Eaton Vance Municipal Bond Fund in Q4 2021 and held it in 4 quarters.
  • UMB Bank's Eaton Vance Municipal Bond Fund position peaked at $27K in Q1 2022.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.