AssetMark Inc
EVM

AssetMark Inc’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

AssetMark Inc’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
2022
Q1 		– Sell
-1,450
Closed -$17K – 1609
2021
Q4 		$17K Buy
+1,450
New +$17.1K ﹤0.01% 1079

Other funds holding EVM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc's EVM Position: Q1 2022 in Review

AssetMark Inc sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2022, closing a stake of 1,450 shares — an estimated $17K sold.

AssetMark Inc first reported a position in EVM in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 50 funds tracked by Wall St. Rank hold EVM as of Q1 2022.

  • AssetMark Inc reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
  • AssetMark Inc sold 1,450 Eaton Vance California Municipal Bond Fund shares in Q1 2022, an estimated $17K.
  • AssetMark Inc first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2021 and held it in 1 quarter.
  • AssetMark Inc's Eaton Vance California Municipal Bond Fund position peaked at $17K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2022.

Based on AssetMark Inc's 13F filing for Q1 2022, filed 13 May 2022.