AW
CEV

Atlas Wealth’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Atlas Wealth’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,719
Closed -$128K – 95
2024
Q2 		$128K Buy
+11,719
New +$124K 0.02% 201

Other funds holding CEV

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Atlas Wealth's CEV Position: Q3 2024 in Review

Atlas Wealth sold out of Eaton Vance California Municipal Income Trust (CEV) in Q3 2024, closing a stake of 11,719 shares — an estimated $128K sold.

Atlas Wealth first reported a position in CEV in Q2 2024 and held it in 1 quarter. The position peaked at $128K in Q2 2024. 30 funds tracked by Wall St. Rank hold CEV as of Q3 2024.

  • Atlas Wealth reported no remaining Eaton Vance California Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 11,719 Eaton Vance California Municipal Income Trust shares in Q3 2024, an estimated $128K.
  • Atlas Wealth first reported a position in Eaton Vance California Municipal Income Trust in Q2 2024 and held it in 1 quarter.
  • Atlas Wealth's Eaton Vance California Municipal Income Trust position peaked at $128K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.