AWS
CEV

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

Atria Wealth Solutions’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
Q2 		– Sell
-20,000
Closed -$212K – 1948
2024
Q1 		$212K Sell
20,000
-10,000
-33% -$105K ﹤0.01% 1788
2023
Q4 		$310K Buy
30,000
+10,000
+50% +$95.9K ﹤0.01% 1476
2023
Q3 		$183K Buy
+20,000
New +$196K ﹤0.01% 1721

Other funds holding CEV

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Wealth Solutions's CEV Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Eaton Vance California Municipal Income Trust (CEV) in Q2 2024, closing a stake of 20,000 shares — an estimated $212K sold.

Atria Wealth Solutions first reported a position in CEV in Q3 2023 and held it in 3 quarters. The position peaked at $310K in Q4 2023. 30 funds tracked by Wall St. Rank hold CEV as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Eaton Vance California Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 20,000 Eaton Vance California Municipal Income Trust shares in Q2 2024, an estimated $212K.
  • Atria Wealth Solutions first reported a position in Eaton Vance California Municipal Income Trust in Q3 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Eaton Vance California Municipal Income Trust position peaked at $310K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.