VF
EIM

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

VitalStone Financial’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
2024
Q1 		– Sell
-211
Closed -$2K – 501
2023
Q4 		$2K Hold
211
– – ﹤0.01% 408
2023
Q3 		$2K Hold
211
– – ﹤0.01% 364
2023
Q2 		$2K Hold
211
– – ﹤0.01% 783
2023
Q1 		$3K Hold
211
– – ﹤0.01% 269
2022
Q4 		$2K Buy
+211
New +$2.09K ﹤0.01% 440

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

VitalStone Financial's EIM Position: Q1 2024 in Review

VitalStone Financial sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2024, closing a stake of 211 shares — an estimated $2K sold.

VitalStone Financial first reported a position in EIM in Q4 2022 and held it in 5 quarters. The position peaked at $3K in Q1 2023. 123 funds tracked by Wall St. Rank hold EIM as of Q1 2024.

  • VitalStone Financial reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2024 after selling out during the quarter.
  • VitalStone Financial sold 211 Eaton Vance Municipal Bond Fund shares in Q1 2024, an estimated $2K.
  • VitalStone Financial first reported a position in Eaton Vance Municipal Bond Fund in Q4 2022 and held it in 5 quarters.
  • VitalStone Financial's Eaton Vance Municipal Bond Fund position peaked at $3K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.