AA
EVM

Apriem Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Apriem Advisors’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
2017
Q2 		– Sell
-1,753
Closed -$20K – 259
2017
Q1 		$20K Hold
1,753
– – 0.01% 343
2016
Q4 		$20K Buy
+1,753
New +$20.7K 0.01% 348

Other funds holding EVM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Apriem Advisors's EVM Position: Q2 2017 in Review

Apriem Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2017, closing a stake of 1,753 shares — an estimated $20K sold.

Apriem Advisors first reported a position in EVM in Q4 2016 and held it in 2 quarters. The position peaked at $20K in Q1 2017. 31 funds tracked by Wall St. Rank hold EVM as of Q2 2017.

  • Apriem Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 1,753 Eaton Vance California Municipal Bond Fund shares in Q2 2017, an estimated $20K.
  • Apriem Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2016 and held it in 2 quarters.
  • Apriem Advisors's Eaton Vance California Municipal Bond Fund position peaked at $20K in Q1 2017.
  • 31 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.