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EIM

WealthSource Partners’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

WealthSource Partners’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
Q2 		– Sell
-10,189
Closed -$117K – 536
2022
Q1 		$117K Hold
10,189
– – 0.01% 558
2021
Q4 		$138K Hold
10,189
– – 0.01% 539
2021
Q3 		$136K Buy
+10,189
New +$140K 0.01% 496

Other funds holding EIM

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

WealthSource Partners's EIM Position: Q2 2022 in Review

WealthSource Partners sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2022, closing a stake of 10,189 shares — an estimated $117K sold.

WealthSource Partners first reported a position in EIM in Q3 2021 and held it in 3 quarters. The position peaked at $138K in Q4 2021. 134 funds tracked by Wall St. Rank hold EIM as of Q2 2022.

  • WealthSource Partners reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 10,189 Eaton Vance Municipal Bond Fund shares in Q2 2022, an estimated $117K.
  • WealthSource Partners first reported a position in Eaton Vance Municipal Bond Fund in Q3 2021 and held it in 3 quarters.
  • WealthSource Partners's Eaton Vance Municipal Bond Fund position peaked at $138K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.