Wealthspire Advisors (Maryland)’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$1.16M	Buy	87,881 +47,956	+120%	+$629K	0.04%	176
2020 Q2	$508K	Sell	39,925 -19,105	-32%	-$238K	0.04%	255
2020 Q1	$737K	Buy	59,030 +47,039	+392%	+$602K	0.06%	184
2019 Q4	$154K	Buy	11,991 +40	+0.3%	+$514	0.01%	480
2019 Q3	$155K	Buy	11,951 +78	+0.7%	+$999	0.01%	452
2019 Q2	$148K	Buy	+11,873	New	+$148K	0.01%	447
2018 Q1	–	Sell	-2,250	Closed	-$28K	–	2525
2017 Q4	$28K	Buy	2,250 +28	+1%	+$353	﹤0.01%	1220
2017 Q3	$28K	Sell	2,222 -10,265	-82%	-$132K	﹤0.01%	1179
2017 Q2	$158K	Buy	+12,487	New	+$158K	0.02%	535

Other funds holding EIM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EIM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Eaton Vance Municipal Bond Fund (EIM) stake by 120% in Q3 2020, buying an estimated $629K and bringing the position to 87,881 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #176.

Wealthspire Advisors (Maryland) first reported a position in EIM in Q2 2017 and has held it in 9 quarters since. 112 funds tracked by Wall St. Rank hold EIM as of Q3 2020.

Wealthspire Advisors (Maryland) held 87,881 shares of Eaton Vance Municipal Bond Fund worth $1.16M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 47,956 Eaton Vance Municipal Bond Fund shares in Q3 2020, an estimated $629K.
Eaton Vance Municipal Bond Fund made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #176 holding.
Wealthspire Advisors (Maryland) first reported a position in Eaton Vance Municipal Bond Fund in Q2 2017 and has held it in 9 quarters since.
112 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.