Cerity Partners’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Cerity Partners’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 Q4	–	Sell	-10,532	Closed	-$90K	–	1501
2022 Q3	$90K	Hold	10,532	–	–	﹤0.01%	1116
2022 Q2	$98K	Hold	10,532	–	–	﹤0.01%	1128
2022 Q1	$106K	Hold	10,532	–	–	﹤0.01%	892
2021 Q4	$122K	Hold	10,532	–	–	﹤0.01%	972
2021 Q3	$126K	Hold	10,532	–	–	﹤0.01%	664
2021 Q2	$126K	Hold	10,532	–	–	﹤0.01%	690
2021 Q1	$123K	Hold	10,532	–	–	﹤0.01%	678
2020 Q4	$124K	Buy	+10,532	New	+$122K	﹤0.01%	625

Other funds holding EVM

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Cerity Partners's EVM Position: Q4 2022 in Review

Cerity Partners sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2022, closing a stake of 10,532 shares — an estimated $90K sold.

Cerity Partners first reported a position in EVM in Q4 2020 and held it in 8 quarters. The position peaked at $126K in Q3 2021. 54 funds tracked by Wall St. Rank hold EVM as of Q4 2022.

Cerity Partners reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
Cerity Partners sold 10,532 Eaton Vance California Municipal Bond Fund shares in Q4 2022, an estimated $90K.
Cerity Partners first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2020 and held it in 8 quarters.
Cerity Partners's Eaton Vance California Municipal Bond Fund position peaked at $126K in Q3 2021.
54 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2022.

Based on Cerity Partners's 13F filing for Q4 2022, filed 15 Feb 2023.