BBPWM
CEV

Blue Bell Private Wealth Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Blue Bell Private Wealth Management’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
2026
Q1 		$15.4K Hold
1,528
– – ﹤0.01% 526
2025
Q4 		$15.3K Hold
1,528
– – ﹤0.01% 514
2025
Q3 		$15.4K Hold
1,528
– – ﹤0.01% 505
2025
Q2 		$14.8K Hold
1,528
– – ﹤0.01% 493
2025
Q1 		$15.3K Hold
1,528
– – ﹤0.01% 481
2024
Q4 		$15.3K Sell
1,528
-3,200
-68% -$33.6K ﹤0.01% 463
2024
Q3 		$51.4K Sell
4,728
-7,753
-62% -$85.1K 0.01% 354
2024
Q2 		$136K Sell
12,481
-5,400
-30% -$57.3K 0.03% 234
2024
Q1 		$190K Buy
17,881
+7,096
+66% +$74.6K 0.04% 193
2023
Q4 		$112K Buy
+10,785
New +$103K 0.03% 228

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Blue Bell Private Wealth Management's CEV Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q1 2026 at 1,528 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Blue Bell Private Wealth Management first reported a position in CEV in Q4 2023 and has held it in 10 quarters since. The position peaked at $190K in Q1 2024. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

  • Blue Bell Private Wealth Management held 1,528 shares of Eaton Vance California Municipal Income Trust worth $15.4K as of Q1 2026.
  • Blue Bell Private Wealth Management left its Eaton Vance California Municipal Income Trust share count unchanged in Q1 2026.
  • Eaton Vance California Municipal Income Trust made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #526 holding.
  • Blue Bell Private Wealth Management first reported a position in Eaton Vance California Municipal Income Trust in Q4 2023 and has held it in 10 quarters since.
  • Blue Bell Private Wealth Management's Eaton Vance California Municipal Income Trust position peaked at $190K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.