UCFA
EIM

United Capital Financial Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

United Capital Financial 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
Q3 		– Sell
-15,643
Closed -$156K – 849
2023
Q2 		$156K Hold
15,643
– – ﹤0.01% 868
2023
Q1 		$163K Hold
15,643
– – ﹤0.01% 939
2022
Q4 		$163K Hold
15,643
– – ﹤0.01% 999
2022
Q3 		$151K Hold
15,643
– – ﹤0.01% 1042
2022
Q2 		$167K Hold
15,643
– – ﹤0.01% 1074
2022
Q1 		$180K Hold
15,643
– – ﹤0.01% 1114
2021
Q4 		$212K Buy
15,643
+4,330
+38% +$58.1K ﹤0.01% 1133
2021
Q3 		$151K Hold
11,313
– – ﹤0.01% 1159
2021
Q2 		$155K Hold
11,313
– – ﹤0.01% 1187
2021
Q1 		$150K Sell
11,313
-1,532
-12% -$20.3K ﹤0.01% 1151
2020
Q4 		$175K Hold
12,845
– – ﹤0.01% 1139
2020
Q3 		$169K Hold
12,845
– – ﹤0.01% 1088
2020
Q2 		$163K Hold
12,845
– – ﹤0.01% 1119
2020
Q1 		$160K Hold
12,845
– – ﹤0.01% 1093
2019
Q4 		$165K Hold
12,845
– – ﹤0.01% 1307
2019
Q3 		$166K Sell
12,845
-991
-7% -$12.7K ﹤0.01% 1216
2019
Q2 		$172K Sell
13,836
-2,000
-13% -$24.9K ﹤0.01% 1379
2019
Q1 		$196K Buy
+15,836
New +$186K ﹤0.01% 1279

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

United Capital Financial Advisors's EIM Position: Q3 2023 in Review

United Capital Financial Advisors sold out of Eaton Vance Municipal Bond Fund (EIM) in Q3 2023, closing a stake of 15,643 shares — an estimated $156K sold.

United Capital Financial Advisors first reported a position in EIM in Q1 2019 and held it in 18 quarters. The position peaked at $212K in Q4 2021. 117 funds tracked by Wall St. Rank hold EIM as of Q3 2023.

  • United Capital Financial Advisors reported no remaining Eaton Vance Municipal Bond Fund position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,643 Eaton Vance Municipal Bond Fund shares in Q3 2023, an estimated $156K.
  • United Capital Financial Advisors first reported a position in Eaton Vance Municipal Bond Fund in Q1 2019 and held it in 18 quarters.
  • United Capital Financial Advisors's Eaton Vance Municipal Bond Fund position peaked at $212K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.