Alpha Cubed Investments’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Alpha Cubed Investments’s Portfolio EVM Stock Details EVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-13,000	Closed	-$147K	–	262
2019 Q3	$147K	Hold	13,000	–	–	0.02%	242
2019 Q2	$143K	Hold	13,000	–	–	0.02%	247
2019 Q1	$137K	Hold	13,000	–	–	0.02%	234
2018 Q4	$129K	Hold	13,000	–	–	0.02%	213
2018 Q3	$127K	Hold	13,000	–	–	0.01%	308
2018 Q2	$134K	Hold	13,000	–	–	0.02%	215
2018 Q1	$133K	Hold	13,000	–	–	0.02%	217
2017 Q4	$150K	Buy	13,000 +3,000	+30%	+$35.7K	0.02%	230
2017 Q3	$120K	Hold	10,000	–	–	0.02%	221
2017 Q2	$116K	Sell	10,000 -1,534	-13%	-$17.8K	0.02%	202
2017 Q1	$131K	Buy	11,534 +1,534	+15%	+$17.6K	0.03%	183
2016 Q4	$114K	Hold	10,000	–	–	0.03%	182
2016 Q3	$136K	Buy	+10,000	New	+$138K	0.04%	172

Other funds holding EVM

KIM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Alpha Cubed Investments's EVM Position: Q4 2019 in Review

Alpha Cubed Investments sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2019, closing a stake of 13,000 shares — an estimated $147K sold.

Alpha Cubed Investments first reported a position in EVM in Q3 2016 and held it in 13 quarters. The position peaked at $150K in Q4 2017. 51 funds tracked by Wall St. Rank hold EVM as of Q4 2019.

Alpha Cubed Investments reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2019 after selling out during the quarter.
Alpha Cubed Investments sold 13,000 Eaton Vance California Municipal Bond Fund shares in Q4 2019, an estimated $147K.
Alpha Cubed Investments first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2016 and held it in 13 quarters.
Alpha Cubed Investments's Eaton Vance California Municipal Bond Fund position peaked at $150K in Q4 2017.
51 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2019.

Based on Alpha Cubed Investments's 13F filing for Q4 2019, filed 17 Jan 2020.