VBCG
EIM

Valley Brook Capital Group’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Valley Brook Capital Group’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
Q1 		– Sell
-3,069
Closed -$41K – 471
2020
Q4 		$41K Buy
+3,069
New +$40.4K 0.04% 214

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Valley Brook Capital Group's EIM Position: Q1 2021 in Review

Valley Brook Capital Group sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2021, closing a stake of 3,069 shares — an estimated $41K sold.

Valley Brook Capital Group first reported a position in EIM in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 125 funds tracked by Wall St. Rank hold EIM as of Q1 2021.

  • Valley Brook Capital Group reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 3,069 Eaton Vance Municipal Bond Fund shares in Q1 2021, an estimated $41K.
  • Valley Brook Capital Group first reported a position in Eaton Vance Municipal Bond Fund in Q4 2020 and held it in 1 quarter.
  • Valley Brook Capital Group's Eaton Vance Municipal Bond Fund position peaked at $41K in Q4 2020.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2021.

Based on Valley Brook Capital Group's 13F filing for Q1 2021, filed 6 May 2021.