BCM
EVM

Bluefin Capital Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Bluefin Capital Management’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
2025
Q3 		– Sell
-25,231
Closed -$225K – 113
2025
Q2 		$225K Sell
25,231
-74,031
-75% -$659K 0.17% 81
2025
Q1 		$920K Buy
+99,262
New +$930K 0.66% 28
2022
Q1 		– Sell
-16,404
Closed -$190K – 760
2021
Q4 		$190K Buy
+16,404
New +$194K 0.01% 551

Other funds holding EVM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bluefin Capital Management's EVM Position: Q3 2025 in Review

Bluefin Capital Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2025, closing a stake of 25,231 shares — an estimated $225K sold.

Bluefin Capital Management first reported a position in EVM in Q4 2021 and held it in 3 quarters. The position peaked at $920K in Q1 2025. 53 funds tracked by Wall St. Rank hold EVM as of Q3 2025.

  • Bluefin Capital Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Bluefin Capital Management sold 25,231 Eaton Vance California Municipal Bond Fund shares in Q3 2025, an estimated $225K.
  • Bluefin Capital Management first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2021 and held it in 3 quarters.
  • Bluefin Capital Management's Eaton Vance California Municipal Bond Fund position peaked at $920K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2025.

Based on Bluefin Capital Management's 13F filing for Q3 2025, filed 29 Apr 2026.