WLPWM
EIM

Walled Lake Planning & Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Walled Lake Planning & Wealth Management’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
-55
Closed -$1K – 330
2020
Q4 		$1K Sell
55
-54
-50% -$711 ﹤0.01% 299
2020
Q3 		$1K Buy
109
+1
+0.9% +$13 ﹤0.01% 313
2020
Q2 		$1K Buy
108
+2
+2% +$25 ﹤0.01% 306
2020
Q1 		$1K Buy
+106
New +$1.36K ﹤0.01% 295

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EIM Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q1 2021, closing a stake of 55 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in EIM in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 125 funds tracked by Wall St. Rank hold EIM as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 55 Eaton Vance Municipal Bond Fund shares in Q1 2021, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $1K in Q4 2020.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.