SMH CAPITAL ADVISORS INC EIM — EATON VANCE MUN BD FD

Ownership history in SMH CAPITAL ADVISORS INC  ·  25 quarters on record

AI Ownership Summary

SMH CAPITAL ADVISORS INC reported EATON VANCE MUN BD FD (EIM) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.44% in 2024 Q3. The latest visible filing shows EIM at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SMH CAPITAL ADVISORS INC's position in EATON VANCE MUN BD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EIM was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EIM stock page SMH CAPITAL ADVISORS INC fund profile SMH CAPITAL ADVISORS INC full holdings
How SMH CAPITAL ADVISORS INC held EIM — position size vs. price
% of Fund (quarterly)    EIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 13,620 — 0% 0.27% $133K 2026-02-12 $9.78
2025 Q3 UNCHANGED — — — 13,620 — 0% 0.28% $136K 2025-11-13 $9.61
2025 Q2 ADDED — — — 13,620 +315 +2.4% 0.30% $132K 2025-08-06 $9.16
2025 Q1 UNCHANGED — — — 13,305 — 0% 0.31% $133K 2025-05-08 $9.22
2024 Q4 UNCHANGED — — — 13,305 — 0% 0.33% $138K 2025-02-12 $9.37
2024 Q3 UNCHANGED — — — 13,305 — 0% 0.44% $143K 2024-11-08 $9.51
2024 Q2 UNCHANGED — — — 13,305 — 0% 0.43% $141K 2024-08-12 $9.32
2024 Q1 UNCHANGED — — — 13,305 — 0% 0.37% $138K 2024-05-13 $9.27
2023 Q4 ADDED — — — 13,305 +96 +0.7% 0.29% $135K 2024-02-06 $8.88
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EIM

As of 2026 Q1 — sorted by position size

ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 4.27% Rareview Capital LLC 1.46% CURA WEALTH ADVISORS, LLC 1.11% Cresta Advisors, Ltd. 3Y 1.02% MELFA WEALTH MANAGEMENT, INC. 3Y 0.96% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.79% Karpus Management, Inc. 3Y 7Y 0.7% Garner Asset Management Corp 3Y 7Y 0.48% Mathes Company, Inc. 3Y 7Y 0.43% Hennion & Walsh Asset Management, Inc. 3Y 0.43%

FAQ About SMH CAPITAL ADVISORS INC and EIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SMH CAPITAL ADVISORS INC reported owning EIM?

SMH CAPITAL ADVISORS INC reported EIM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EIM position in SMH CAPITAL ADVISORS INC's portfolio?

The largest reported portfolio weight for EIM was 0.44% in 2024 Q3.

What is the latest reported EIM position on this page?

The most recent filing on this page is 2025 Q4, when SMH CAPITAL ADVISORS INC reported 13,620 shares, equal to 0.27% of portfolio, with an estimated market value of $133K.

What does the chart on this EIM ownership page compare?

The chart compares SMH CAPITAL ADVISORS INC's quarterly EIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SMH CAPITAL ADVISORS INC time their EIM position?

Based on 13F filing dates vs. subsequent EIM price moves, SMH CAPITAL ADVISORS INC correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on EIM relative to SPY over the holding period was -12.3%.

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